-23.2%
PODD vs QSR
+25.0%
-48.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.2% |
| 7D | -10.6% | -4.7% | -5.9% | -9.5% |
| 30D | -6.9% | +4.3% | -11.2% | -8.0% |
| 3M | -10.6% | +5.4% | -16.1% | -12.0% |
| 6M | -43.5% | +8.2% | -51.6% | -44.2% |
| YTD | -52.6% | +14.1% | -66.7% | -53.7% |
| 1Y | -60.1% | +28.1% | -88.2% | -61.9% |
| All | -23.2% | +25.0% | -48.2% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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