+840.0%
PODD vs EXR
+1,828.4%
-988.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.2% |
| 7D | -9.1% | -1.1% | -7.9% | -8.5% |
| 30D | +7.3% | +18.8% | -11.5% | -1.5% |
| 3M | +3.7% | +9.9% | -6.2% | -1.0% |
| 6M | -2.7% | +12.6% | -15.3% | -8.3% |
| YTD | -47.2% | +26.5% | -73.7% | -53.5% |
| 1Y | -54.0% | +24.5% | -78.5% | -59.2% |
| 3Y | -3.3% | +52.4% | -55.7% | -24.9% |
| 5Y | -52.3% | -1.5% | -50.8% | -54.7% |
| 10Y | +322.4% | +216.0% | +106.4% | +97.4% |
| All | +840.0% | +1,828.4% | -988.4% | +5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling