+339.6%
PODD vs TRGP
+822.5%
-482.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.1% |
| 7D | +4.1% | +12.4% | -8.3% | +2.0% |
| 30D | +13.9% | +2.6% | +11.2% | +13.1% |
| 3M | +4.1% | +11.9% | -7.7% | +1.8% |
| 6M | +2.4% | +13.9% | -11.5% | -0.4% |
| YTD | -46.4% | +64.2% | -110.5% | -51.2% |
| 1Y | -54.2% | +78.5% | -132.7% | -59.0% |
| 3Y | -6.9% | +272.9% | -279.8% | -26.8% |
| 5Y | -51.6% | +510.7% | -562.3% | -64.9% |
| All | +339.6% | +822.5% | -482.9% | +163.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling