+215.2%
PODD vs INDA
+84.7%
+130.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.0% | -2.5% |
| 7D | -10.5% | -2.7% | -7.8% | -9.3% |
| 30D | -9.0% | -2.8% | -6.3% | -7.8% |
| 3M | -11.5% | +1.6% | -13.2% | -12.3% |
| 6M | -44.7% | -1.4% | -43.3% | -44.6% |
| YTD | -53.6% | -10.1% | -43.4% | -51.2% |
| 1Y | -61.0% | -8.8% | -52.2% | -59.3% |
| 3Y | -24.7% | +7.6% | -32.3% | -28.2% |
| 5Y | -55.5% | +5.8% | -61.3% | -57.2% |
| All | +215.2% | +84.7% | +130.5% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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