-2.0%
PODD vs EXR
+53.9%
-55.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.6% | +2.0% |
| 7D | -2.5% | +2.7% | -5.2% | -3.4% |
| 30D | +10.7% | +18.9% | -8.2% | +3.7% |
| 3M | +6.1% | +8.4% | -2.2% | +2.9% |
| 6M | -2.8% | +14.3% | -17.1% | -7.5% |
| YTD | -47.3% | +27.2% | -74.5% | -52.1% |
| 1Y | -53.2% | +25.9% | -79.1% | -57.3% |
| 3Y | -2.0% | +54.6% | -56.6% | -20.6% |
| All | -2.0% | +53.9% | -55.9% | -20.6% |
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