+150.0%
PM vs PODD
-4.1%
+154.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -1.0% | +1.0% |
| 7D | +0.5% | +4.1% | -3.5% | +0.3% |
| 30D | -3.2% | +13.9% | -17.1% | -3.8% |
| 3M | +6.2% | +4.1% | +2.1% | +6.0% |
| 6M | +7.7% | +2.4% | +5.2% | +7.2% |
| YTD | +27.3% | -46.4% | +73.6% | +30.8% |
| 1Y | +32.8% | -54.2% | +86.9% | +37.7% |
| 3Y | +150.0% | -6.9% | +156.9% | +136.9% |
| All | +150.0% | -4.1% | +154.1% | +136.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling