+215.2%
PODD vs TRI
+196.2%
+19.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.9% |
| 7D | -10.5% | -7.9% | -2.6% | -6.8% |
| 30D | -9.0% | -4.5% | -4.5% | -7.2% |
| 3M | -11.5% | +22.1% | -33.7% | -19.8% |
| 6M | -44.7% | -2.8% | -42.0% | -44.6% |
| YTD | -53.6% | -23.4% | -30.2% | -47.9% |
| 1Y | -61.0% | -41.5% | -19.4% | -49.0% |
| 3Y | -24.7% | -19.2% | -5.5% | -22.4% |
| 5Y | -55.5% | -9.4% | -46.1% | -58.3% |
| All | +215.2% | +196.2% | +19.0% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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