-61.0%
PODD vs EFV
+27.7%
-88.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.3% |
| 7D | -10.5% | -0.8% | -9.7% | -10.3% |
| 30D | -9.0% | +0.6% | -9.7% | -9.1% |
| 3M | -11.5% | +7.5% | -19.1% | -13.3% |
| 6M | -44.7% | +13.0% | -57.8% | -47.2% |
| YTD | -53.6% | +18.3% | -71.9% | -57.1% |
| 1Y | -61.0% | +26.7% | -87.7% | -66.2% |
| All | -61.0% | +27.7% | -88.6% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling