+236.1%
PODD vs Z
-5.7%
+241.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | -6.9% | -7.1% | +0.2% | -5.2% |
| 30D | -3.5% | -4.8% | +1.3% | -2.4% |
| 3M | -13.6% | -9.3% | -4.3% | -11.9% |
| 6M | -42.6% | -29.0% | -13.7% | -38.1% |
| YTD | -51.5% | -52.9% | +1.4% | -42.4% |
| 1Y | -60.9% | -63.1% | +2.2% | -51.0% |
| 3Y | -19.8% | -36.9% | +17.1% | -16.1% |
| 5Y | -54.4% | -65.5% | +11.1% | -48.4% |
| 10Y | +236.1% | -3.9% | +239.9% | +181.3% |
| All | +236.1% | -5.7% | +241.8% | +181.3% |
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