+213.6%
RF vs PODD
+324.4%
-110.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +0.9% |
| 7D | +1.9% | +4.1% | -2.1% | +1.3% |
| 30D | +7.3% | +13.9% | -6.5% | +5.0% |
| 3M | -7.9% | +4.1% | -12.0% | -8.7% |
| 6M | +10.5% | +2.4% | +8.1% | +9.0% |
| YTD | +9.6% | -46.4% | +56.0% | +20.1% |
| 1Y | +20.3% | -54.2% | +74.5% | +35.1% |
| 3Y | +119.5% | -6.9% | +126.4% | +113.8% |
| 5Y | +48.2% | -51.6% | +99.8% | +56.8% |
| All | +213.6% | +324.4% | -110.8% | +128.2% |
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