+215.2%
PODD vs FTV
+80.7%
+134.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.2% |
| 7D | -10.5% | -4.0% | -6.6% | -8.9% |
| 30D | -9.0% | -11.0% | +2.0% | -4.3% |
| 3M | -11.5% | -8.4% | -3.1% | -8.6% |
| 6M | -44.7% | -2.6% | -42.2% | -44.6% |
| YTD | -53.6% | -0.6% | -53.0% | -54.2% |
| 1Y | -61.0% | +11.0% | -71.9% | -63.5% |
| 3Y | -24.7% | -6.3% | -18.4% | -25.0% |
| 5Y | -55.5% | -1.5% | -53.9% | -57.6% |
| All | +215.2% | +80.7% | +134.5% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 10y: compounded portfolio wealth divided by compounded FTV 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…
10y analysis · Full analysis span regression · 6 months rolling