+5,609.5%
QLD vs PODD
+761.8%
+4,847.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.2% | +8.7% | +4.8% |
| 7D | -10.3% | -2.1% | -8.1% | -9.6% |
| 30D | -26.1% | +9.0% | -35.1% | -28.6% |
| 3M | -17.8% | +5.2% | -22.9% | -19.8% |
| 6M | -15.6% | -3.2% | -12.4% | -17.7% |
| YTD | +5.4% | -48.5% | +53.8% | +28.6% |
| 1Y | +5.2% | -54.7% | +59.9% | +34.4% |
| 3Y | +139.4% | -7.8% | +147.3% | +125.8% |
| 5Y | +66.7% | -52.4% | +119.1% | +96.9% |
| 10Y | +1,422.1% | +315.9% | +1,106.2% | +718.8% |
| All | +5,609.5% | +761.8% | +4,847.6% | +1,694.7% |
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 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