-53.3%
PODD vs ALLY
-9.5%
-43.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.7% | -4.5% | -5.6% |
| 7D | -2.1% | +0.9% | -3.0% | -2.3% |
| 30D | +9.0% | +3.1% | +6.0% | +8.2% |
| 3M | +5.2% | -12.6% | +17.7% | +9.5% |
| 6M | -3.2% | -12.4% | +9.3% | +0.6% |
| YTD | -48.5% | -13.2% | -35.3% | -46.5% |
| 1Y | -54.7% | +1.8% | -56.5% | -55.1% |
| 3Y | -7.8% | +58.0% | -65.8% | -23.0% |
| All | -53.3% | -9.5% | -43.8% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling