+60.2%
PPL vs PODD
+308.0%
-247.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.2% | +5.6% | -0.1% |
| 7D | +0.4% | -2.1% | +2.5% | +0.5% |
| 30D | +5.4% | +9.0% | -3.6% | +4.6% |
| 3M | +4.3% | +5.2% | -0.9% | +3.7% |
| 6M | -1.3% | -3.2% | +1.8% | -1.6% |
| YTD | +4.7% | -48.5% | +53.1% | +9.8% |
| 1Y | +1.3% | -54.7% | +56.0% | +7.3% |
| 3Y | +57.2% | -7.8% | +65.0% | +54.4% |
| 5Y | +48.2% | -52.4% | +100.7% | +52.0% |
| All | +60.2% | +308.0% | -247.8% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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