+1,979.1%
PH vs PODD
+767.5%
+1,211.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.2% |
| 7D | -3.1% | +1.6% | -4.7% | -3.4% |
| 30D | -3.2% | +10.7% | -13.9% | -5.3% |
| 3M | +10.6% | +0.7% | +9.9% | +9.3% |
| 6M | -2.1% | -39.3% | +37.1% | +6.6% |
| YTD | +10.2% | -48.1% | +58.3% | +23.8% |
| 1Y | +28.2% | -57.4% | +85.7% | +49.7% |
| 3Y | +134.9% | -23.3% | +158.1% | +136.0% |
| 5Y | +253.6% | -51.3% | +304.9% | +278.5% |
| 10Y | +804.7% | +242.0% | +562.7% | +506.2% |
| All | +1,979.1% | +767.5% | +1,211.6% | +845.7% |
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