-54.4%
PODD vs XME
+183.2%
-237.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.9% |
| 7D | -6.9% | -0.2% | -6.7% | -6.8% |
| 30D | -3.5% | +1.4% | -4.9% | -4.2% |
| 3M | -13.6% | +2.7% | -16.3% | -15.2% |
| 6M | -42.6% | +6.5% | -49.1% | -45.4% |
| YTD | -51.5% | +15.2% | -66.7% | -55.9% |
| 1Y | -60.9% | +43.5% | -104.4% | -68.2% |
| 3Y | -19.8% | +135.9% | -155.6% | -50.3% |
| 5Y | -54.4% | +181.5% | -235.8% | -74.1% |
| All | -54.4% | +183.2% | -237.6% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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