-2.0%
PODD vs DRI
+70.6%
-72.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.7% | +1.9% |
| 7D | -2.5% | +3.1% | -5.6% | -3.1% |
| 30D | +10.7% | +16.2% | -5.5% | +7.6% |
| 3M | +6.1% | +8.4% | -2.2% | +4.2% |
| 6M | -2.8% | +19.0% | -21.8% | -6.5% |
| YTD | -47.3% | +28.8% | -76.1% | -50.4% |
| 1Y | -53.2% | +33.1% | -86.3% | -56.3% |
| 3Y | -2.0% | +70.8% | -72.8% | -21.0% |
| All | -2.0% | +70.6% | -72.6% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling