+403.1%
PL vs PODD
-4.4%
+407.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -5.4% | -4.7% | -9.3% |
| 7D | -20.5% | +2.4% | -22.9% | -20.8% |
| 30D | -38.8% | +15.9% | -54.6% | -40.2% |
| 3M | -49.1% | +17.2% | -66.3% | -50.5% |
| 6M | -69.4% | -6.8% | -62.6% | -69.4% |
| YTD | -42.3% | -45.1% | +2.7% | -31.1% |
| 1Y | -14.2% | -50.3% | +36.2% | +6.2% |
| All | +403.1% | -4.4% | +407.5% | +282.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling