+824.1%
PODD vs EXR
+1,567.1%
-743.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.4% |
| 7D | +1.6% | -2.6% | +4.2% | +2.9% |
| 30D | +10.7% | -7.2% | +17.9% | +14.9% |
| 3M | +0.7% | -3.5% | +4.2% | +2.6% |
| 6M | -39.3% | -5.3% | -34.0% | -37.8% |
| YTD | -48.1% | +9.4% | -57.5% | -50.9% |
| 1Y | -57.4% | +1.3% | -58.8% | -58.3% |
| 3Y | -23.3% | +22.4% | -45.7% | -34.1% |
| 5Y | -51.3% | -12.2% | -39.0% | -51.1% |
| 10Y | +242.0% | +148.6% | +93.4% | +80.7% |
| All | +824.1% | +1,567.1% | -743.0% | +11.7% |
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