-52.9%
PODD vs LTH
+152.0%
-204.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.6% |
| 7D | -6.9% | -4.0% | -2.9% | -5.9% |
| 30D | -3.5% | -1.7% | -1.8% | -3.2% |
| 3M | -13.6% | +28.0% | -41.6% | -19.2% |
| 6M | -42.6% | +54.1% | -96.7% | -49.7% |
| YTD | -51.5% | +57.1% | -108.6% | -57.8% |
| 1Y | -60.9% | +45.8% | -106.7% | -65.4% |
| 3Y | -19.8% | +157.6% | -177.3% | -42.4% |
| All | -52.9% | +152.0% | -204.9% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded LTH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling