+272.5%
RF vs PODD
+308.0%
-35.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.2% | +5.8% | +0.7% |
| 7D | -0.9% | -2.1% | +1.2% | -0.6% |
| 30D | +6.0% | +9.0% | -3.0% | +4.4% |
| 3M | -8.9% | +5.2% | -14.1% | -9.9% |
| 6M | +2.3% | -3.2% | +5.5% | +1.8% |
| YTD | +7.6% | -48.5% | +56.0% | +18.5% |
| 1Y | +21.2% | -54.7% | +75.9% | +36.2% |
| 3Y | +108.5% | -7.8% | +116.3% | +103.3% |
| 5Y | +43.2% | -52.4% | +95.7% | +51.9% |
| All | +272.5% | +308.0% | -35.5% | +181.5% |
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