-52.0%
PODD vs RACE
+93.6%
-145.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.1% | -1.3% |
| 7D | +1.6% | -2.5% | +4.1% | +2.7% |
| 30D | +10.7% | +0.8% | +9.9% | +10.2% |
| 3M | +0.7% | +17.2% | -16.4% | -6.4% |
| 6M | -39.3% | +13.6% | -52.9% | -43.1% |
| YTD | -48.1% | +12.2% | -60.3% | -51.5% |
| 1Y | -57.4% | -16.3% | -41.2% | -54.8% |
| 3Y | -23.3% | +36.4% | -59.7% | -43.9% |
| All | -52.0% | +93.6% | -145.6% | -71.9% |
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