+46.9%
PM vs PODD
-48.3%
+95.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.6% | -5.0% | +1.4% |
| 7D | +4.3% | +10.8% | -6.5% | +4.0% |
| 30D | +11.5% | +21.7% | -10.2% | +11.0% |
| 3M | +13.0% | -1.1% | +14.1% | +13.0% |
| 6M | +25.9% | -3.7% | +29.6% | +25.1% |
| YTD | +34.0% | -41.9% | +75.9% | +27.7% |
| 1Y | +46.9% | -48.5% | +95.4% | +39.3% |
| All | +46.9% | -48.3% | +95.2% | +39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling