-46.3%
PODD vs S
-56.8%
+10.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | +1.6% | -7.7% | +9.3% | +3.0% |
| 30D | +10.7% | -5.3% | +16.0% | +11.4% |
| 3M | +0.7% | +20.3% | -19.5% | -3.1% |
| 6M | -39.3% | +47.4% | -86.6% | -44.1% |
| YTD | -48.1% | +32.5% | -80.6% | -51.4% |
| 1Y | -57.4% | +9.5% | -67.0% | -58.9% |
| 3Y | -23.3% | +15.5% | -38.8% | -29.5% |
| 5Y | -51.3% | -71.2% | +19.9% | -47.7% |
| All | -46.3% | -56.8% | +10.5% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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