+330.4%
PODD vs RACE
+717.8%
-387.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.6% |
| 7D | -4.4% | -4.0% | -0.4% | -2.7% |
| 30D | +8.1% | +3.5% | +4.5% | +6.7% |
| 3M | +2.9% | -0.4% | +3.3% | +3.1% |
| 6M | -5.7% | +23.2% | -28.9% | -14.4% |
| YTD | -47.5% | +11.0% | -58.5% | -50.7% |
| 1Y | -55.7% | -2.2% | -53.5% | -56.0% |
| 3Y | -3.7% | +22.5% | -26.3% | -18.9% |
| 5Y | -52.6% | +63.2% | -115.8% | -66.2% |
| All | +330.4% | +717.8% | -387.5% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling