+73.2%
PR vs PODD
-10.3%
+83.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.2% | +8.1% | +2.5% |
| 7D | -16.4% | -2.1% | -14.3% | -16.3% |
| 30D | -1.9% | +9.0% | -10.9% | -2.9% |
| 3M | +8.0% | +5.2% | +2.8% | +7.1% |
| 6M | +4.1% | -3.2% | +7.3% | +3.6% |
| YTD | +58.7% | -48.5% | +107.2% | +72.2% |
| 1Y | +75.8% | -54.7% | +130.5% | +94.7% |
| 3Y | +73.2% | -7.8% | +81.0% | +63.3% |
| All | +73.2% | -10.3% | +83.5% | +63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling