+146.0%
QLD vs PODD
-4.1%
+150.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.6% | -2.9% |
| 7D | +7.0% | +4.1% | +2.9% | +6.1% |
| 30D | -14.3% | +13.9% | -28.2% | -16.7% |
| 3M | -16.0% | +4.1% | -20.1% | -16.9% |
| 6M | -14.2% | +2.4% | -16.7% | -16.6% |
| YTD | +12.8% | -46.4% | +59.1% | +36.7% |
| 1Y | +14.1% | -54.2% | +68.2% | +46.5% |
| 3Y | +146.0% | -6.9% | +152.8% | +129.3% |
| All | +146.0% | -4.1% | +150.1% | +129.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling