+154.7%
QLD vs PODD
-3.5%
+158.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.3% | +4.5% | +6.3% |
| 7D | -1.4% | -2.5% | +1.0% | -0.8% |
| 30D | -19.6% | +10.7% | -30.3% | -21.3% |
| 3M | -14.1% | +6.1% | -20.3% | -15.4% |
| 6M | -13.6% | -2.8% | -10.8% | -14.8% |
| YTD | +12.5% | -47.3% | +59.8% | +36.7% |
| 1Y | +13.1% | -53.2% | +66.3% | +43.4% |
| 3Y | +154.7% | -2.0% | +156.7% | +141.7% |
| All | +154.7% | -3.5% | +158.2% | +141.7% |
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