+234.8%
PODD vs ALLE
+145.7%
+89.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.5% |
| 7D | +1.6% | -0.2% | +1.8% | +1.7% |
| 30D | +10.7% | -6.8% | +17.5% | +13.7% |
| 3M | +0.7% | +21.0% | -20.3% | -7.3% |
| 6M | -39.3% | +1.1% | -40.4% | -40.1% |
| YTD | -48.1% | -0.5% | -47.6% | -48.8% |
| 1Y | -57.4% | -7.3% | -50.2% | -56.9% |
| 3Y | -23.3% | +42.3% | -65.5% | -36.3% |
| 5Y | -51.3% | +13.5% | -64.7% | -56.9% |
| All | +234.8% | +145.7% | +89.1% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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