+1,112.1%
PSX vs PODD
+730.4%
+381.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.4% |
| 7D | +4.5% | +1.6% | +2.9% | +4.3% |
| 30D | +26.6% | +10.7% | +15.9% | +24.9% |
| 3M | +39.3% | +0.7% | +38.5% | +38.3% |
| 6M | +56.8% | -39.3% | +96.1% | +66.0% |
| YTD | +101.8% | -48.1% | +149.9% | +118.0% |
| 1Y | +99.6% | -57.4% | +157.0% | +121.1% |
| 3Y | +140.3% | -23.3% | +163.6% | +140.0% |
| 5Y | +339.3% | -51.3% | +390.6% | +356.3% |
| 10Y | +369.9% | +242.0% | +127.8% | +244.0% |
| All | +1,112.1% | +730.4% | +381.7% | +678.8% |
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