+267.6%
PM vs PODD
+317.6%
-50.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.0% |
| 7D | -7.1% | -9.1% | +2.0% | -6.4% |
| 30D | -2.8% | +7.3% | -10.1% | -3.4% |
| 3M | +6.3% | +3.7% | +2.7% | +5.9% |
| 6M | +9.6% | -2.7% | +12.3% | +9.4% |
| YTD | +25.6% | -47.2% | +72.8% | +31.3% |
| 1Y | +29.7% | -54.0% | +83.7% | +36.9% |
| 3Y | +147.6% | -3.3% | +150.8% | +141.6% |
| 5Y | +160.1% | -52.3% | +212.4% | +166.0% |
| All | +267.6% | +317.6% | -50.0% | +230.3% |
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 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