+253.8%
PH vs PODD
-53.4%
+307.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | -0.1% |
| 7D | +0.4% | -4.1% | +4.5% | +1.1% |
| 30D | -10.8% | +0.8% | -11.6% | -11.0% |
| 3M | +8.5% | -6.1% | +14.5% | +8.6% |
| 6M | +3.9% | -40.0% | +43.9% | +13.1% |
| YTD | +9.4% | -49.9% | +59.4% | +23.5% |
| 1Y | +26.8% | -59.3% | +86.1% | +48.9% |
| 3Y | +140.8% | -17.2% | +158.0% | +141.8% |
| 5Y | +253.8% | -53.0% | +306.8% | +280.6% |
| All | +253.8% | -53.4% | +307.2% | +280.6% |
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