+1,502.1%
QLD vs PODD
+324.4%
+1,177.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.6% | -3.4% |
| 7D | +7.0% | +4.1% | +2.9% | +5.2% |
| 30D | -14.3% | +13.9% | -28.2% | -19.1% |
| 3M | -16.0% | +4.1% | -20.1% | -18.1% |
| 6M | -14.2% | +2.4% | -16.7% | -18.6% |
| YTD | +12.8% | -46.4% | +59.1% | +41.6% |
| 1Y | +14.1% | -54.2% | +68.2% | +53.8% |
| 3Y | +146.0% | -6.9% | +152.8% | +124.0% |
| 5Y | +82.0% | -51.6% | +133.6% | +119.1% |
| All | +1,502.1% | +324.4% | +1,177.8% | +756.9% |
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