+363.8%
PSX vs PODD
-53.4%
+417.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +42.3% |
| 6M | +58.1% | -40.0% | +98.1% | +64.8% |
| YTD | +105.0% | -49.9% | +155.0% | +117.5% |
| 1Y | +104.9% | -59.3% | +164.2% | +121.7% |
| 3Y | +134.1% | -17.2% | +151.3% | +132.6% |
| 5Y | +363.8% | -53.0% | +416.8% | +403.1% |
| All | +363.8% | -53.4% | +417.3% | +403.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling