+83.0%
PL vs PODD
-50.2%
+133.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.6% |
| 7D | -9.3% | +1.6% | -10.9% | -9.8% |
| 30D | -18.9% | +10.7% | -29.6% | -21.6% |
| 3M | -58.4% | +0.7% | -59.1% | -59.8% |
| 6M | -30.3% | -39.3% | +9.0% | -19.7% |
| YTD | -8.1% | -48.1% | +40.0% | +12.4% |
| 1Y | +180.5% | -57.4% | +237.9% | +269.4% |
| 3Y | +444.1% | -23.3% | +467.4% | +433.7% |
| 5Y | +83.0% | -51.3% | +134.3% | +101.1% |
| All | +83.0% | -50.2% | +133.2% | +100.7% |
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