+5,467.7%
QLD vs PODD
+818.4%
+4,649.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -5.4% | -7.3% | -10.7% |
| 7D | -18.6% | +2.4% | -20.9% | -19.1% |
| 30D | -28.3% | +15.9% | -44.2% | -32.1% |
| 3M | -20.4% | +17.2% | -37.5% | -25.3% |
| 6M | -14.3% | -6.8% | -7.5% | -15.4% |
| YTD | +2.8% | -45.1% | +47.8% | +22.7% |
| 1Y | -1.2% | -50.3% | +49.1% | +22.0% |
| 3Y | +135.3% | -4.0% | +139.3% | +119.0% |
| 5Y | +62.6% | -49.3% | +111.9% | +87.9% |
| 10Y | +1,384.3% | +343.1% | +1,041.1% | +681.3% |
| All | +5,467.7% | +818.4% | +4,649.4% | +1,612.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling