+229.5%
PODD vs A
+251.1%
-21.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.6% | -2.3% |
| 7D | -6.9% | -4.4% | -2.5% | -4.7% |
| 30D | -3.5% | -2.7% | -0.8% | -2.2% |
| 3M | -13.6% | +7.0% | -20.6% | -17.1% |
| 6M | -42.6% | +24.6% | -67.2% | -49.9% |
| YTD | -51.5% | +7.0% | -58.5% | -54.0% |
| 1Y | -60.9% | +15.6% | -76.5% | -64.7% |
| 3Y | -19.8% | +29.9% | -49.7% | -35.7% |
| 5Y | -54.4% | -15.4% | -39.0% | -53.7% |
| All | +229.5% | +251.1% | -21.6% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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