+134.1%
PSX vs PODD
-20.7%
+154.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.5% | +5.1% | +1.9% |
| 7D | +2.8% | -4.1% | +6.9% | +3.2% |
| 30D | +27.8% | +0.8% | +27.0% | +27.6% |
| 3M | +42.0% | -6.1% | +48.1% | +42.2% |
| 6M | +58.1% | -40.0% | +98.1% | +64.3% |
| YTD | +105.0% | -49.9% | +155.0% | +116.8% |
| 1Y | +104.9% | -59.3% | +164.2% | +121.2% |
| 3Y | +134.1% | -17.2% | +151.3% | +142.4% |
| All | +134.1% | -20.7% | +154.7% | +142.4% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling