+878.2%
PODD vs DOC
+90.4%
+787.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.1% | -5.3% |
| 7D | +2.4% | +6.2% | -3.9% | -0.1% |
| 30D | +15.9% | +6.5% | +9.4% | +13.0% |
| 3M | +17.2% | -6.2% | +23.4% | +20.0% |
| 6M | -6.8% | +25.6% | -32.4% | -16.9% |
| YTD | -45.1% | +32.1% | -77.2% | -52.1% |
| 1Y | -50.3% | +20.3% | -70.6% | -55.0% |
| 3Y | -4.0% | +42.7% | -46.7% | -20.8% |
| 5Y | -49.3% | -22.2% | -27.2% | -46.4% |
| 10Y | +343.1% | +16.5% | +326.6% | +253.6% |
| All | +878.2% | +90.4% | +787.8% | +380.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling