+68.4%
T vs PODD
+218.3%
-149.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.5% |
| 7D | -3.1% | -6.9% | +3.8% | -2.5% |
| 30D | +4.6% | -3.5% | +8.0% | +4.8% |
| 3M | +12.2% | -13.6% | +25.8% | +13.2% |
| 6M | -6.5% | -42.6% | +36.2% | -2.8% |
| YTD | +4.9% | -51.5% | +56.4% | +10.3% |
| 1Y | -10.5% | -60.9% | +50.4% | -4.3% |
| 3Y | +104.6% | -19.8% | +124.4% | +103.3% |
| 5Y | +64.2% | -54.4% | +118.6% | +68.2% |
| 10Y | +68.4% | +236.1% | -167.6% | +49.3% |
| All | +68.4% | +218.3% | -149.9% | +49.3% |
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