+234.3%
PLD vs PODD
+239.0%
-4.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.3% | -0.3% |
| 7D | -2.4% | +1.6% | -4.0% | -2.7% |
| 30D | -2.4% | +10.7% | -13.1% | -4.4% |
| 3M | -3.8% | +0.7% | -4.5% | -4.8% |
| 6M | 0.0% | -39.3% | +39.3% | +8.5% |
| YTD | +9.2% | -48.1% | +57.3% | +22.0% |
| 1Y | +25.9% | -57.4% | +83.3% | +45.7% |
| 3Y | +21.3% | -23.3% | +44.6% | +21.6% |
| 5Y | +14.1% | -51.3% | +65.4% | +21.1% |
| All | +234.3% | +239.0% | -4.7% | +180.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling