+144.0%
PSX vs PODD
-3.0%
+147.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | -7.8% | -4.4% | -3.4% | -7.5% |
| 30D | -9.9% | +9.4% | -19.3% | -10.5% |
| 3M | +16.9% | +3.6% | +13.3% | +16.5% |
| 6M | +48.0% | -4.0% | +51.9% | +47.7% |
| YTD | +98.3% | -47.9% | +146.3% | +108.2% |
| 1Y | +86.2% | -53.8% | +140.0% | +97.5% |
| 3Y | +144.0% | -4.5% | +148.5% | +139.6% |
| All | +144.0% | -3.0% | +147.0% | +139.6% |
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