+91.8%
QLD vs PODD
-51.3%
+143.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.1% |
| 7D | -1.2% | -9.1% | +7.9% | +2.6% |
| 30D | -15.7% | +7.3% | -23.0% | -18.0% |
| 3M | -10.0% | +3.7% | -13.7% | -11.8% |
| 6M | -11.2% | -2.7% | -8.5% | -13.7% |
| YTD | +16.4% | -47.2% | +63.6% | +47.3% |
| 1Y | +12.7% | -54.0% | +66.7% | +51.7% |
| 3Y | +152.3% | -3.3% | +155.6% | +122.6% |
| 5Y | +91.8% | -52.3% | +144.1% | +149.5% |
| All | +91.8% | -51.3% | +143.1% | +149.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling