+1,984.7%
PH vs PODD
+770.9%
+1,213.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | +2.1% | -4.4% | +6.5% | +2.9% |
| 30D | +0.3% | +9.4% | -9.2% | -1.9% |
| 3M | -8.8% | +3.6% | -12.5% | -10.0% |
| 6M | +10.0% | -4.0% | +14.0% | +9.2% |
| YTD | +10.5% | -47.9% | +58.4% | +23.6% |
| 1Y | +15.5% | -53.8% | +69.3% | +32.2% |
| 3Y | +136.4% | -4.5% | +140.9% | +127.8% |
| 5Y | +213.6% | -51.9% | +265.5% | +235.7% |
| 10Y | +713.9% | +308.9% | +405.0% | +426.3% |
| All | +1,984.7% | +770.9% | +1,213.7% | +843.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling