+791.5%
PODD vs TRI
+306.7%
+484.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.5% | +3.0% | +0.3% |
| 7D | -4.1% | -7.1% | +3.0% | -0.1% |
| 30D | +0.8% | -2.3% | +3.1% | +1.7% |
| 3M | -6.1% | +19.6% | -25.7% | -16.0% |
| 6M | -40.0% | -8.7% | -31.3% | -38.1% |
| YTD | -49.9% | -22.3% | -27.7% | -44.4% |
| 1Y | -59.3% | -40.7% | -18.6% | -46.7% |
| 3Y | -17.2% | -17.8% | +0.5% | -15.1% |
| 5Y | -53.0% | -8.5% | -44.5% | -55.3% |
| 10Y | +226.1% | +192.6% | +33.5% | +40.3% |
| All | +791.5% | +306.7% | +484.8% | +127.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling