+405.1%
PODD vs RACE
+663.9%
-258.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.0% |
| 7D | -2.5% | +3.9% | -6.4% | -3.9% |
| 30D | +10.7% | +7.4% | +3.3% | +7.7% |
| 3M | +6.1% | +1.6% | +4.5% | +5.4% |
| 6M | -2.8% | +23.3% | -26.1% | -11.5% |
| YTD | -47.3% | +14.7% | -62.0% | -51.0% |
| 1Y | -53.2% | +2.5% | -55.7% | -54.4% |
| 3Y | -2.0% | +28.0% | -30.0% | -17.8% |
| 5Y | -52.9% | +69.8% | -122.7% | -66.0% |
| 10Y | +321.1% | +734.9% | -413.8% | +67.2% |
| All | +405.1% | +663.9% | -258.8% | +101.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling