+309.1%
PODD vs ACWI
+219.0%
+90.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | 0.0% | -6.1% | -6.1% |
| 7D | -2.1% | -2.4% | +0.2% | +0.3% |
| 30D | +9.0% | -5.2% | +14.2% | +14.8% |
| 3M | +5.2% | -4.8% | +10.0% | +10.2% |
| 6M | -3.2% | -1.3% | -1.8% | -3.0% |
| YTD | -48.5% | +8.4% | -56.8% | -53.3% |
| 1Y | -54.7% | +11.0% | -65.7% | -59.9% |
| 3Y | -7.8% | +70.6% | -78.4% | -47.7% |
| 5Y | -52.4% | +55.3% | -107.7% | -70.2% |
| All | +309.1% | +219.0% | +90.1% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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