+818.0%
PODD vs PTC
+978.9%
-160.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.4% | -6.3% |
| 7D | -2.1% | -0.2% | -1.9% | -2.0% |
| 30D | +9.0% | +0.8% | +8.3% | +8.7% |
| 3M | +5.2% | +32.1% | -26.9% | -10.6% |
| 6M | -3.2% | +42.6% | -45.8% | -21.2% |
| YTD | -48.5% | +12.0% | -60.4% | -53.2% |
| 1Y | -54.7% | +12.2% | -66.9% | -58.9% |
| 3Y | -7.8% | +31.2% | -39.0% | -26.1% |
| 5Y | -52.4% | +54.9% | -107.3% | -65.5% |
| 10Y | +315.9% | +343.1% | -27.3% | +60.4% |
| All | +818.0% | +978.9% | -160.9% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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