-54.6%
PODD vs TRU
-36.7%
-17.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -10.6% | -9.4% | -1.2% | -7.3% |
| 30D | -6.9% | -4.1% | -2.8% | -5.6% |
| 3M | -10.6% | +13.6% | -24.2% | -14.8% |
| 6M | -43.5% | +3.6% | -47.0% | -44.6% |
| YTD | -52.6% | -9.8% | -42.8% | -51.6% |
| 1Y | -60.1% | -13.6% | -46.5% | -58.9% |
| 3Y | -21.7% | -2.0% | -19.7% | -28.0% |
| 5Y | -54.6% | -35.8% | -18.7% | -45.6% |
| All | -54.6% | -36.7% | -17.9% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling