+11.1%
PL vs PODD
-46.6%
+57.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -5.4% | -4.7% | -8.4% |
| 7D | -20.5% | +2.4% | -22.9% | -21.2% |
| 30D | -38.8% | +15.9% | -54.6% | -41.7% |
| 3M | -49.1% | +17.2% | -66.3% | -51.9% |
| 6M | -69.4% | -6.8% | -62.6% | -70.0% |
| YTD | -42.3% | -45.1% | +2.7% | -30.1% |
| 1Y | -14.2% | -50.3% | +36.2% | +8.2% |
| 3Y | +398.7% | -4.0% | +402.7% | +342.2% |
| 5Y | +11.1% | -49.3% | +60.5% | +38.2% |
| All | +11.1% | -46.6% | +57.8% | +38.2% |
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