-48.5%
PODD vs EXR
+28.1%
-76.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.1% | +3.5% | +5.3% |
| 7D | +10.8% | +11.3% | -0.5% | +6.6% |
| 30D | +21.7% | +21.2% | +0.5% | +13.8% |
| 3M | -1.1% | +8.7% | -9.8% | -4.5% |
| 6M | -3.7% | +18.2% | -21.9% | -8.3% |
| YTD | -41.9% | +27.9% | -69.9% | -46.8% |
| 1Y | -48.5% | +28.3% | -76.8% | -52.9% |
| All | -48.5% | +28.1% | -76.5% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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