-54.0%
PODD vs Q
+80.0%
-133.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.0% | +1.4% |
| 7D | -9.1% | +6.6% | -15.6% | -8.8% |
| 30D | +7.3% | +2.7% | +4.6% | +7.6% |
| 3M | +3.7% | -8.4% | +12.1% | +3.9% |
| 6M | -2.7% | -17.3% | +14.6% | -2.9% |
| YTD | -47.2% | +55.3% | -102.5% | -52.7% |
| 1Y | -54.0% | +31.5% | -85.5% | -56.3% |
| All | -54.0% | +80.0% | -133.9% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling