-17.2%
PODD vs EXR
+23.6%
-40.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.5% | -3.5% |
| 7D | -4.1% | -0.7% | -3.4% | -3.9% |
| 30D | +0.8% | -6.9% | +7.7% | +3.1% |
| 3M | -6.1% | -3.0% | -3.1% | -5.0% |
| 6M | -40.0% | -2.9% | -37.0% | -39.4% |
| YTD | -49.9% | +9.3% | -59.2% | -51.5% |
| 1Y | -59.3% | -0.9% | -58.4% | -59.4% |
| 3Y | -17.2% | +24.7% | -41.9% | -25.7% |
| All | -17.2% | +23.6% | -40.9% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling