+101.3%
PSA vs PODD
+218.3%
-117.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.7% | -2.0% |
| 7D | -2.2% | -6.9% | +4.7% | -1.4% |
| 30D | -9.6% | -3.5% | -6.1% | -9.2% |
| 3M | -7.9% | -13.6% | +5.7% | -6.7% |
| 6M | -2.0% | -42.6% | +40.6% | +3.8% |
| YTD | +15.7% | -51.5% | +67.2% | +25.0% |
| 1Y | +5.8% | -60.9% | +66.7% | +16.9% |
| 3Y | +21.6% | -19.8% | +41.3% | +21.5% |
| 5Y | +13.1% | -54.4% | +67.5% | +17.6% |
| 10Y | +101.3% | +236.1% | -134.8% | +85.2% |
| All | +101.3% | +218.3% | -117.0% | +85.2% |
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