+205.0%
PODD vs QSR
+206.0%
-1.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.5% |
| 7D | -6.9% | -2.4% | -4.5% | -6.0% |
| 30D | -3.5% | +5.7% | -9.1% | -5.6% |
| 3M | -13.6% | +6.9% | -20.5% | -16.0% |
| 6M | -42.6% | +6.9% | -49.5% | -44.1% |
| YTD | -51.5% | +14.9% | -66.4% | -54.1% |
| 1Y | -60.9% | +29.1% | -90.0% | -64.8% |
| 3Y | -19.8% | +26.1% | -45.9% | -28.6% |
| 5Y | -54.4% | +42.3% | -96.7% | -61.5% |
| 10Y | +236.1% | +134.0% | +102.1% | +118.7% |
| All | +205.0% | +206.0% | -1.0% | +83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling