+322.4%
PODD vs DAR
+290.1%
+32.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.7% | +0.1% |
| 7D | -9.1% | +3.6% | -12.7% | -9.9% |
| 30D | +7.3% | -11.3% | +18.6% | +10.2% |
| 3M | +3.7% | -13.1% | +16.8% | +6.7% |
| 6M | -2.7% | -15.1% | +12.4% | +0.5% |
| YTD | -47.2% | +50.5% | -97.7% | -53.2% |
| 1Y | -54.0% | +57.9% | -111.9% | -59.8% |
| 3Y | -3.3% | +28.9% | -32.2% | -14.4% |
| 5Y | -52.3% | -31.4% | -20.9% | -51.0% |
| 10Y | +322.4% | +301.0% | +21.3% | +150.8% |
| All | +322.4% | +290.1% | +32.3% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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