+121.0%
QLD vs PODD
-51.3%
+172.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.1% |
| 7D | +0.6% | +1.6% | -1.1% | -0.1% |
| 30D | -0.1% | +10.7% | -10.8% | -4.3% |
| 3M | -8.4% | +0.7% | -9.1% | -11.6% |
| 6M | +32.2% | -39.3% | +71.5% | +57.5% |
| YTD | +28.9% | -48.1% | +77.0% | +64.7% |
| 1Y | +43.8% | -57.4% | +101.3% | +100.4% |
| 3Y | +176.6% | -23.3% | +199.9% | +174.3% |
| All | +121.0% | -51.3% | +172.4% | +170.4% |
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