+236.1%
PODD vs DRI
+348.4%
-112.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.4% | -2.6% |
| 7D | -6.9% | -4.8% | -2.1% | -5.7% |
| 30D | -3.5% | -3.9% | +0.5% | -2.5% |
| 3M | -13.6% | +5.1% | -18.7% | -15.0% |
| 6M | -42.6% | +5.5% | -48.1% | -43.7% |
| YTD | -51.5% | +16.5% | -67.9% | -53.8% |
| 1Y | -60.9% | +2.0% | -62.9% | -61.6% |
| 3Y | -19.8% | +54.5% | -74.3% | -30.4% |
| 5Y | -54.4% | +66.6% | -121.0% | -61.5% |
| 10Y | +236.1% | +353.6% | -117.6% | +97.5% |
| All | +236.1% | +348.4% | -112.4% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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