+1,129.2%
PSX vs PODD
+744.8%
+384.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +3.0% |
| 7D | -0.4% | -9.1% | +8.7% | +0.9% |
| 30D | -8.1% | +7.3% | -15.4% | -9.1% |
| 3M | +15.9% | +3.7% | +12.2% | +15.1% |
| 6M | +49.4% | -2.7% | +52.1% | +48.6% |
| YTD | +104.7% | -47.2% | +151.9% | +120.1% |
| 1Y | +89.1% | -54.0% | +143.1% | +106.9% |
| 3Y | +151.7% | -3.3% | +155.0% | +143.6% |
| 5Y | +298.3% | -52.3% | +350.6% | +314.7% |
| 10Y | +357.1% | +322.4% | +34.7% | +223.7% |
| All | +1,129.2% | +744.8% | +384.4% | +686.2% |
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