+1,351.8%
QLD vs PODD
+308.0%
+1,043.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.2% | +8.7% | +5.2% |
| 7D | -10.3% | -2.1% | -8.1% | -9.5% |
| 30D | -26.1% | +9.0% | -35.1% | -29.0% |
| 3M | -17.8% | +5.2% | -22.9% | -20.2% |
| 6M | -15.6% | -3.2% | -12.4% | -18.3% |
| YTD | +5.4% | -48.5% | +53.8% | +34.6% |
| 1Y | +5.2% | -54.7% | +59.9% | +42.2% |
| 3Y | +139.4% | -7.8% | +147.3% | +118.1% |
| 5Y | +66.7% | -52.4% | +119.1% | +101.8% |
| All | +1,351.8% | +308.0% | +1,043.8% | +705.1% |
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 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