+146.0%
PM vs PODD
-10.3%
+156.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.4% | -1.4% |
| 7D | -5.2% | -2.1% | -3.1% | -5.0% |
| 30D | +2.7% | +9.0% | -6.3% | +2.3% |
| 3M | +6.1% | +5.2% | +1.0% | +5.8% |
| 6M | +18.0% | -3.2% | +21.2% | +17.8% |
| YTD | +26.6% | -48.5% | +75.0% | +30.5% |
| 1Y | +36.7% | -54.7% | +91.4% | +42.0% |
| 3Y | +146.0% | -7.8% | +153.8% | +131.8% |
| All | +146.0% | -10.3% | +156.3% | +131.8% |
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