-21.3%
PODD vs EFV
+88.7%
-110.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.5% |
| 7D | -6.9% | -0.5% | -6.4% | -6.6% |
| 30D | -3.5% | 0.0% | -3.5% | -3.4% |
| 3M | -13.6% | +8.4% | -22.0% | -17.8% |
| 6M | -42.6% | +12.3% | -55.0% | -47.0% |
| YTD | -51.5% | +17.4% | -68.9% | -56.7% |
| 1Y | -60.9% | +27.1% | -88.0% | -67.1% |
| All | -21.3% | +88.7% | -110.1% | -54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling