+231.7%
PLD vs PODD
+308.0%
-76.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.2% | +4.9% | -0.1% |
| 7D | -0.8% | -2.1% | +1.3% | -0.5% |
| 30D | -0.3% | +9.0% | -9.3% | -2.0% |
| 3M | -8.0% | +5.2% | -13.2% | -9.1% |
| 6M | -9.8% | -3.2% | -6.6% | -10.4% |
| YTD | +1.8% | -48.5% | +50.2% | +13.6% |
| 1Y | +5.6% | -54.7% | +60.3% | +20.6% |
| 3Y | +33.3% | -7.8% | +41.1% | +29.3% |
| 5Y | +0.3% | -52.4% | +52.7% | +6.8% |
| All | +231.7% | +308.0% | -76.3% | +183.0% |
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