+66.8%
PPL vs PODD
+308.1%
-241.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | +0.2% |
| 7D | 0.0% | -4.4% | +4.4% | +0.3% |
| 30D | +4.3% | +9.4% | -5.2% | +3.4% |
| 3M | +2.9% | +3.6% | -0.7% | +2.5% |
| 6M | +1.1% | -4.0% | +5.1% | +0.9% |
| YTD | +4.5% | -47.9% | +52.4% | +9.4% |
| 1Y | +0.1% | -53.8% | +53.9% | +5.9% |
| 3Y | +55.7% | -4.5% | +60.2% | +52.4% |
| 5Y | +47.6% | -51.9% | +99.5% | +51.2% |
| 10Y | +66.8% | +308.9% | -242.1% | +59.0% |
| All | +66.8% | +308.1% | -241.3% | +59.0% |
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