+234.7%
PM vs PODD
+324.2%
-89.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.7% | -2.6% |
| 7D | -7.3% | -2.5% | -4.8% | -7.1% |
| 30D | -4.0% | +10.7% | -14.8% | -4.8% |
| 3M | +2.7% | +6.1% | -3.4% | +2.2% |
| 6M | +14.9% | -2.8% | +17.7% | +14.6% |
| YTD | +23.5% | -47.3% | +70.8% | +29.1% |
| 1Y | +30.4% | -53.2% | +83.5% | +37.5% |
| 3Y | +143.2% | -2.0% | +145.2% | +137.1% |
| 5Y | +159.5% | -52.9% | +212.4% | +165.6% |
| 10Y | +234.7% | +321.1% | -86.4% | +199.2% |
| All | +234.7% | +324.2% | -89.5% | +199.2% |
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