+55.1%
PPL vs PODD
+239.0%
-183.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.2% |
| 7D | +2.7% | +1.6% | +1.0% | +2.5% |
| 30D | +0.5% | +10.7% | -10.2% | -0.4% |
| 3M | +0.7% | +0.7% | -0.1% | +0.2% |
| 6M | -7.6% | -39.3% | +31.7% | -4.3% |
| YTD | +1.8% | -48.1% | +49.9% | +6.9% |
| 1Y | -0.8% | -57.4% | +56.7% | +5.8% |
| 3Y | +56.9% | -23.3% | +80.1% | +56.5% |
| 5Y | +39.5% | -51.3% | +90.8% | +42.9% |
| All | +55.1% | +239.0% | -183.8% | +50.1% |
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