+336.0%
PODD vs DOC
+14.9%
+321.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.1% | -5.3% |
| 7D | +2.4% | +6.2% | -3.9% | +0.6% |
| 30D | +15.9% | +6.5% | +9.4% | +13.8% |
| 3M | +17.2% | -6.2% | +23.4% | +19.2% |
| 6M | -6.8% | +25.6% | -32.4% | -13.9% |
| YTD | -45.1% | +32.1% | -77.2% | -50.1% |
| 1Y | -50.3% | +20.3% | -70.6% | -53.5% |
| 3Y | -4.0% | +42.7% | -46.7% | -16.1% |
| 5Y | -49.3% | -22.2% | -27.2% | -47.3% |
| All | +336.0% | +14.9% | +321.1% | +312.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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