-8.8%
PODD vs IT
-53.6%
+44.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.3% |
| 7D | -4.4% | -3.7% | -0.7% | -3.7% |
| 30D | +8.1% | -3.1% | +11.2% | +8.4% |
| 3M | +2.9% | +6.3% | -3.4% | +1.2% |
| 6M | -5.7% | +24.8% | -30.5% | -11.0% |
| YTD | -47.5% | -24.4% | -23.1% | -45.6% |
| 1Y | -55.7% | -17.1% | -38.6% | -55.0% |
| All | -8.8% | -53.6% | +44.8% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling