+386.6%
PSX vs PODD
+218.3%
+168.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.0% |
| 7D | +1.8% | -6.9% | +8.7% | +2.7% |
| 30D | +21.6% | -3.5% | +25.1% | +22.1% |
| 3M | +46.5% | -13.6% | +60.0% | +48.3% |
| 6M | +62.0% | -42.6% | +104.6% | +71.8% |
| YTD | +106.3% | -51.5% | +157.8% | +123.3% |
| 1Y | +103.0% | -60.9% | +163.9% | +125.4% |
| 3Y | +135.5% | -19.8% | +155.3% | +133.7% |
| 5Y | +368.5% | -54.4% | +422.9% | +389.9% |
| 10Y | +386.6% | +236.1% | +150.5% | +302.5% |
| All | +386.6% | +218.3% | +168.3% | +302.5% |
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