+589.9%
PSA vs PODD
+767.5%
-177.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.8% |
| 7D | -3.7% | +1.6% | -5.3% | -4.0% |
| 30D | -7.7% | +10.7% | -18.4% | -9.6% |
| 3M | -0.6% | +0.7% | -1.3% | -1.5% |
| 6M | -0.9% | -39.3% | +38.4% | +7.3% |
| YTD | +18.7% | -48.1% | +66.8% | +32.1% |
| 1Y | +7.6% | -57.4% | +65.1% | +24.0% |
| 3Y | +23.7% | -23.3% | +46.9% | +23.8% |
| 5Y | +13.7% | -51.3% | +64.9% | +20.1% |
| 10Y | +98.9% | +242.0% | -143.2% | +28.0% |
| All | +589.9% | +767.5% | -177.6% | +134.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling