+818.0%
PODD vs EXPD
+432.3%
+385.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.3% | -3.9% | -5.0% |
| 7D | -2.1% | -7.2% | +5.0% | +1.8% |
| 30D | +9.0% | -3.3% | +12.3% | +10.9% |
| 3M | +5.2% | +3.4% | +1.8% | +2.9% |
| 6M | -3.2% | +22.7% | -25.8% | -14.0% |
| YTD | -48.5% | +24.5% | -73.0% | -55.5% |
| 1Y | -54.7% | +38.6% | -93.3% | -63.2% |
| 3Y | -7.8% | +71.5% | -79.3% | -36.3% |
| 5Y | -52.4% | +56.2% | -108.7% | -66.1% |
| 10Y | +315.9% | +310.5% | +5.4% | +54.2% |
| All | +818.0% | +432.3% | +385.7% | +139.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling