+309.1%
PODD vs DOC
+15.7%
+293.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.7% | -6.9% | -6.4% |
| 7D | -2.1% | +6.5% | -8.6% | -3.9% |
| 30D | +9.0% | +9.2% | -0.1% | +6.3% |
| 3M | +5.2% | -2.5% | +7.7% | +5.8% |
| 6M | -3.2% | +7.1% | -10.2% | -5.2% |
| YTD | -48.5% | +33.0% | -81.5% | -53.3% |
| 1Y | -54.7% | +23.3% | -78.0% | -57.9% |
| 3Y | -7.8% | +44.9% | -52.7% | -19.8% |
| 5Y | -52.4% | -21.6% | -30.8% | -50.7% |
| All | +309.1% | +15.7% | +293.4% | +286.7% |
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