+301.5%
ROST vs PODD
+324.4%
-22.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.5% | -2.7% |
| 7D | +0.3% | +4.1% | -3.8% | -0.5% |
| 30D | +0.5% | +13.9% | -13.4% | -1.9% |
| 3M | -5.2% | +4.1% | -9.4% | -6.1% |
| 6M | +9.8% | +2.4% | +7.4% | +8.0% |
| YTD | +29.4% | -46.4% | +75.7% | +43.7% |
| 1Y | +44.4% | -54.2% | +98.5% | +65.2% |
| 3Y | +95.0% | -6.9% | +101.9% | +86.7% |
| 5Y | +111.9% | -51.6% | +163.4% | +125.3% |
| All | +301.5% | +324.4% | -22.9% | +206.5% |
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