+46.3%
PPL vs PODD
-51.3%
+97.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.1% |
| 7D | -1.0% | -9.1% | +8.1% | -0.2% |
| 30D | +3.0% | +7.3% | -4.3% | +2.3% |
| 3M | +1.1% | +3.7% | -2.6% | +0.6% |
| 6M | -0.8% | -2.7% | +1.9% | -1.1% |
| YTD | +3.5% | -47.2% | +50.7% | +8.7% |
| 1Y | -0.9% | -54.0% | +53.1% | +5.4% |
| 3Y | +54.2% | -3.3% | +57.5% | +49.4% |
| 5Y | +46.3% | -52.3% | +98.6% | +45.7% |
| All | +46.3% | -51.3% | +97.6% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling