+58.8%
T vs PODD
+308.1%
-249.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.7% |
| 7D | +2.6% | -4.4% | +7.0% | +2.9% |
| 30D | -1.1% | +9.4% | -10.5% | -1.9% |
| 3M | -7.7% | +3.6% | -11.4% | -8.1% |
| 6M | -10.6% | -4.0% | -6.7% | -10.7% |
| YTD | -7.5% | -47.9% | +40.4% | -3.3% |
| 1Y | -7.4% | -53.8% | +46.4% | -2.4% |
| 3Y | +63.1% | -4.5% | +67.6% | +59.8% |
| 5Y | +55.2% | -51.9% | +107.1% | +58.3% |
| 10Y | +58.8% | +308.9% | -250.1% | +35.5% |
| All | +58.8% | +308.1% | -249.3% | +35.5% |
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