+94.5%
QQQ vs PODD
-54.3%
+148.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.3% |
| 7D | +1.0% | -6.9% | +7.9% | +2.4% |
| 30D | -0.6% | -3.5% | +2.8% | -0.1% |
| 3M | +1.3% | -13.6% | +14.9% | +3.1% |
| 6M | +18.1% | -42.6% | +60.8% | +30.9% |
| YTD | +16.9% | -51.5% | +68.4% | +34.5% |
| 1Y | +24.0% | -60.9% | +84.9% | +49.6% |
| 3Y | +95.6% | -19.8% | +115.4% | +91.7% |
| 5Y | +94.5% | -54.4% | +148.9% | +112.9% |
| All | +94.5% | -54.3% | +148.8% | +112.9% |
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 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