-57.4%
PODD vs TRU
-7.3%
-50.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.9% | +3.9% | -0.5% |
| 7D | +1.6% | -6.8% | +8.4% | +3.4% |
| 30D | +10.7% | 0.0% | +10.6% | +10.5% |
| 3M | +0.7% | +13.3% | -12.6% | -2.0% |
| 6M | -39.3% | +3.4% | -42.7% | -40.5% |
| YTD | -48.1% | -6.4% | -41.7% | -48.6% |
| 1Y | -57.4% | -9.7% | -47.7% | -58.5% |
| All | -57.4% | -7.3% | -50.1% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling