+403.3%
PODD vs RACE
+639.5%
-236.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.5% |
| 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% | -14.1% |
| YTD | -47.5% | +11.0% | -58.5% | -50.5% |
| 1Y | -55.7% | -2.2% | -53.5% | -56.0% |
| 3Y | -3.7% | +22.5% | -26.3% | -17.8% |
| 5Y | -52.6% | +63.2% | -115.8% | -65.2% |
| 10Y | +320.3% | +704.3% | -384.0% | +69.4% |
| All | +403.3% | +639.5% | -236.1% | +103.1% |
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