-47.7%
QS vs PODD
-33.9%
-13.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.6% | +0.2% |
| 7D | -5.0% | -10.6% | +5.6% | -0.4% |
| 30D | -18.3% | -6.9% | -11.4% | -16.1% |
| 3M | -26.0% | -10.6% | -15.4% | -24.4% |
| 6M | -24.0% | -43.5% | +19.4% | -5.9% |
| YTD | -50.3% | -52.6% | +2.3% | -33.0% |
| 1Y | -38.0% | -60.1% | +22.1% | -10.1% |
| 3Y | -24.6% | -21.7% | -2.9% | -28.4% |
| 5Y | -75.4% | -54.6% | -20.9% | -70.1% |
| All | -47.7% | -33.9% | -13.7% | +28.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling