-55.3%
PODD vs QSR
+40.5%
-95.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.3% |
| 7D | -10.5% | -4.0% | -6.5% | -8.9% |
| 30D | -9.0% | +2.8% | -11.8% | -10.3% |
| 3M | -11.5% | +5.1% | -16.6% | -13.8% |
| 6M | -44.7% | +8.8% | -53.5% | -46.8% |
| YTD | -53.6% | +14.8% | -68.4% | -56.5% |
| 1Y | -61.0% | +25.7% | -86.7% | -65.0% |
| 3Y | -24.7% | +27.5% | -52.2% | -36.8% |
| All | -55.3% | +40.5% | -95.8% | -68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling