+223.9%
PR vs PODD
-46.6%
+270.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.4% | +0.5% | -3.9% |
| 7D | -16.5% | +2.4% | -18.9% | -17.0% |
| 30D | -4.5% | +15.9% | -20.4% | -7.3% |
| 3M | +8.5% | +17.2% | -8.6% | +4.9% |
| 6M | -3.3% | -6.8% | +3.5% | -3.3% |
| YTD | +55.7% | -45.1% | +100.8% | +73.8% |
| 1Y | +82.0% | -50.3% | +132.4% | +107.4% |
| 3Y | +62.5% | -4.0% | +66.4% | +52.2% |
| 5Y | +223.9% | -49.3% | +273.2% | +289.3% |
| All | +223.9% | -46.6% | +270.6% | +289.3% |
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 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