+226.1%
PODD vs FIVE
+475.1%
-249.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.3% | -3.7% |
| 7D | -4.1% | +3.7% | -7.8% | -4.9% |
| 30D | +0.8% | +4.0% | -3.2% | -0.3% |
| 3M | -6.1% | +36.2% | -42.3% | -12.8% |
| 6M | -40.0% | +18.0% | -58.0% | -42.9% |
| YTD | -49.9% | +34.9% | -84.8% | -53.9% |
| 1Y | -59.3% | +67.9% | -127.2% | -64.6% |
| 3Y | -17.2% | +57.3% | -74.6% | -30.9% |
| 5Y | -53.0% | +39.5% | -92.5% | -60.5% |
| 10Y | +226.1% | +496.4% | -270.3% | +103.6% |
| All | +226.1% | +475.1% | -249.0% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIVE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling