+321.1%
PODD vs ALLY
+201.0%
+120.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.3% | +2.0% |
| 7D | -2.5% | -0.2% | -2.3% | -2.4% |
| 30D | +10.7% | +3.4% | +7.3% | +9.9% |
| 3M | +6.1% | -11.1% | +17.2% | +9.4% |
| 6M | -2.8% | -11.5% | +8.7% | +0.1% |
| YTD | -47.3% | -12.3% | -35.0% | -45.7% |
| 1Y | -53.2% | +1.1% | -54.3% | -53.4% |
| 3Y | -2.0% | +64.8% | -66.8% | -15.8% |
| 5Y | -52.9% | -6.9% | -46.1% | -54.9% |
| 10Y | +321.1% | +194.9% | +126.1% | +184.9% |
| All | +321.1% | +201.0% | +120.0% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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