+641.9%
PODD vs INDA
+115.1%
+526.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.0% |
| 7D | +1.6% | +0.7% | +0.9% | +1.3% |
| 30D | +10.7% | -0.8% | +11.5% | +11.0% |
| 3M | +0.7% | +3.9% | -3.2% | -1.2% |
| 6M | -39.3% | -0.7% | -38.6% | -39.3% |
| YTD | -48.1% | -7.7% | -40.5% | -46.4% |
| 1Y | -57.4% | -5.1% | -52.3% | -56.6% |
| 3Y | -23.3% | +13.6% | -36.9% | -28.3% |
| 5Y | -51.3% | +7.8% | -59.1% | -53.2% |
| 10Y | +242.0% | +84.6% | +157.4% | +156.3% |
| All | +641.9% | +115.1% | +526.7% | +408.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling