+78.7%
PR vs PODD
+314.4%
-235.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.4% | +2.5% |
| 7D | -0.5% | -9.1% | +8.6% | +1.3% |
| 30D | -4.6% | +7.3% | -11.9% | -6.2% |
| 3M | +4.7% | +3.7% | +1.0% | +3.4% |
| 6M | +12.4% | -2.7% | +15.1% | +11.3% |
| YTD | +62.9% | -47.2% | +110.1% | +81.6% |
| 1Y | +70.6% | -54.0% | +124.6% | +95.5% |
| 3Y | +90.0% | -3.3% | +93.3% | +79.9% |
| 5Y | +255.5% | -52.3% | +307.8% | +283.2% |
| 10Y | +78.7% | +322.4% | -243.6% | +52.8% |
| All | +78.7% | +314.4% | -235.7% | +52.8% |
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