+196.7%
PH vs PODD
-52.5%
+249.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.2% | +9.0% | +3.9% |
| 7D | +2.0% | -2.1% | +4.1% | +2.2% |
| 30D | -3.7% | +9.0% | -12.7% | -5.4% |
| 3M | -14.0% | +5.2% | -19.2% | -15.2% |
| 6M | +2.1% | -3.2% | +5.3% | +1.1% |
| YTD | +5.1% | -48.5% | +53.5% | +17.8% |
| 1Y | +10.9% | -54.7% | +65.6% | +27.5% |
| 3Y | +132.9% | -7.8% | +140.8% | +128.5% |
| All | +196.7% | -52.5% | +249.2% | +225.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling