+267.7%
PR vs PODD
-51.4%
+319.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +0.8% |
| 7D | +6.0% | +4.1% | +1.9% | +5.2% |
| 30D | -4.2% | +13.9% | -18.0% | -6.7% |
| 3M | +10.0% | +4.1% | +5.8% | +8.6% |
| 6M | +15.6% | +2.4% | +13.2% | +13.4% |
| YTD | +68.2% | -46.4% | +114.5% | +88.1% |
| 1Y | +79.2% | -54.2% | +133.4% | +107.4% |
| 3Y | +94.9% | -6.9% | +101.8% | +83.9% |
| All | +267.7% | -51.4% | +319.1% | +363.8% |
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 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