+20.3%
PSA vs PODD
-21.1%
+41.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.7% | -1.9% |
| 7D | -2.2% | -6.9% | +4.7% | -1.3% |
| 30D | -9.6% | -3.5% | -6.1% | -9.2% |
| 3M | -7.9% | -13.6% | +5.7% | -6.6% |
| 6M | -2.0% | -42.6% | +40.6% | +4.9% |
| YTD | +15.7% | -51.5% | +67.2% | +26.9% |
| 1Y | +5.8% | -60.9% | +66.7% | +19.5% |
| All | +20.3% | -21.1% | +41.4% | +17.2% |
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 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