+139.4%
QLD vs PODD
-10.3%
+149.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.2% | +8.7% | +3.9% |
| 7D | -10.3% | -2.1% | -8.1% | -9.7% |
| 30D | -26.1% | +9.0% | -35.1% | -27.4% |
| 3M | -17.8% | +5.2% | -22.9% | -18.8% |
| 6M | -15.6% | -3.2% | -12.4% | -17.0% |
| YTD | +5.4% | -48.5% | +53.8% | +28.6% |
| 1Y | +5.2% | -54.7% | +59.9% | +34.5% |
| 3Y | +139.4% | -7.8% | +147.3% | +136.7% |
| All | +139.4% | -10.3% | +149.8% | +136.7% |
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