-21.1%
PODD vs EXPD
+68.7%
-89.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.2% |
| 7D | +1.6% | -1.1% | +2.8% | +1.8% |
| 30D | +10.7% | +4.1% | +6.6% | +9.9% |
| 3M | +0.7% | +17.9% | -17.2% | -2.1% |
| 6M | -39.3% | +29.2% | -68.5% | -41.9% |
| YTD | -48.1% | +27.4% | -75.5% | -50.3% |
| 1Y | -57.4% | +56.8% | -114.3% | -61.0% |
| All | -21.1% | +68.7% | -89.8% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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