+91.3%
QQQ vs PODD
-23.0%
+114.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.3% | -0.8% |
| 7D | -1.3% | -10.6% | +9.3% | -0.1% |
| 30D | -1.4% | -6.9% | +5.6% | -0.6% |
| 3M | +2.3% | -10.6% | +12.9% | +2.8% |
| 6M | +16.9% | -43.5% | +60.3% | +25.9% |
| YTD | +15.6% | -52.6% | +68.3% | +28.2% |
| 1Y | +22.6% | -60.1% | +82.7% | +39.7% |
| All | +91.3% | -23.0% | +114.3% | +97.9% |
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