-54.6%
PODD vs TRI
-11.1%
-43.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.8% |
| 7D | -10.6% | -14.4% | +3.8% | -4.2% |
| 30D | -6.9% | -8.1% | +1.2% | -3.6% |
| 3M | -10.6% | +17.5% | -28.2% | -16.2% |
| 6M | -43.5% | -5.0% | -38.5% | -42.5% |
| YTD | -52.6% | -24.7% | -27.9% | -46.0% |
| 1Y | -60.1% | -41.5% | -18.6% | -47.8% |
| 3Y | -21.7% | -20.3% | -1.3% | -22.5% |
| 5Y | -54.6% | -10.9% | -43.6% | -63.7% |
| All | -54.6% | -11.1% | -43.4% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling