-53.0%
PODD vs A
-14.2%
-38.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.9% | -2.2% |
| 7D | -4.1% | -2.1% | -2.1% | -3.1% |
| 30D | +0.8% | +0.6% | +0.2% | +0.4% |
| 3M | -6.1% | +10.9% | -17.0% | -11.1% |
| 6M | -40.0% | +28.2% | -68.1% | -47.9% |
| YTD | -49.9% | +8.6% | -58.5% | -52.6% |
| 1Y | -59.3% | +15.5% | -74.8% | -62.9% |
| 3Y | -17.2% | +31.8% | -49.0% | -34.8% |
| 5Y | -53.0% | -14.9% | -38.1% | -53.4% |
| All | -53.0% | -14.2% | -38.8% | -53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling