+308.9%
PODD vs Z
-19.5%
+328.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.5% | +4.3% | +0.2% |
| 7D | -4.4% | -6.5% | +2.1% | -2.8% |
| 30D | +9.4% | -0.1% | +9.6% | +9.1% |
| 3M | +3.6% | -14.1% | +17.8% | +6.9% |
| 6M | -4.0% | -30.1% | +26.1% | +3.9% |
| YTD | -47.9% | -57.5% | +9.6% | -36.8% |
| 1Y | -53.8% | -60.3% | +6.5% | -43.0% |
| 3Y | -4.5% | -21.0% | +16.5% | -6.2% |
| 5Y | -51.9% | -54.9% | +3.0% | -48.3% |
| 10Y | +308.9% | -16.0% | +324.9% | +216.1% |
| All | +308.9% | -19.5% | +328.4% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling