-53.3%
PODD vs RACE
+65.0%
-118.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.5% | -4.7% | -5.5% |
| 7D | -2.1% | +5.1% | -7.2% | -4.0% |
| 30D | +9.0% | +7.7% | +1.3% | +5.9% |
| 3M | +5.2% | +2.2% | +3.0% | +4.2% |
| 6M | -3.2% | +23.8% | -26.9% | -12.4% |
| YTD | -48.5% | +13.9% | -62.4% | -52.1% |
| 1Y | -54.7% | +3.8% | -58.5% | -56.1% |
| 3Y | -7.8% | +28.0% | -35.8% | -29.2% |
| All | -53.3% | +65.0% | -118.3% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling