+107.3%
PR vs PODD
+240.0%
-132.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.2% |
| 7D | +2.9% | +1.6% | +1.3% | +2.6% |
| 30D | +18.0% | +10.7% | +7.4% | +15.7% |
| 3M | +16.9% | +0.7% | +16.1% | +15.5% |
| 6M | +28.2% | -39.3% | +67.5% | +39.2% |
| YTD | +69.3% | -48.1% | +117.4% | +89.4% |
| 1Y | +69.5% | -57.4% | +126.9% | +96.8% |
| 3Y | +81.7% | -23.3% | +104.9% | +81.1% |
| 5Y | +422.2% | -51.3% | +473.5% | +460.4% |
| All | +107.3% | +240.0% | -132.7% | +70.7% |
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 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