+239.8%
RF vs PODD
+308.1%
-68.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | +0.3% | -4.4% | +4.7% | +1.0% |
| 30D | +6.2% | +9.4% | -3.3% | +4.5% |
| 3M | -7.8% | +3.6% | -11.5% | -8.6% |
| 6M | +5.9% | -4.0% | +9.9% | +5.6% |
| YTD | +9.0% | -47.9% | +56.9% | +19.9% |
| 1Y | +19.3% | -53.8% | +73.0% | +33.6% |
| 3Y | +116.4% | -4.5% | +121.0% | +109.8% |
| 5Y | +46.0% | -51.9% | +97.9% | +54.6% |
| 10Y | +239.8% | +308.9% | -69.1% | +161.8% |
| All | +239.8% | +308.1% | -68.3% | +161.8% |
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