+318.4%
PODD vs ALLE
+327.3%
-8.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.9% | -5.2% | -5.8% |
| 7D | -2.1% | -0.6% | -1.6% | -1.8% |
| 30D | +9.0% | +25.3% | -16.3% | -1.1% |
| 3M | +5.2% | +10.3% | -5.1% | +0.6% |
| 6M | -3.2% | +38.0% | -41.2% | -16.6% |
| YTD | -48.5% | +17.8% | -66.2% | -52.9% |
| 1Y | -54.7% | +13.6% | -68.3% | -57.9% |
| 3Y | -7.8% | +89.2% | -97.0% | -33.7% |
| 5Y | -52.4% | +51.1% | -103.5% | -62.8% |
| 10Y | +315.9% | +228.1% | +87.7% | +94.4% |
| All | +318.4% | +327.3% | -8.9% | +68.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling