+66.1%
T vs PODD
-53.4%
+119.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | 0.0% |
| 7D | -1.5% | -4.1% | +2.6% | -1.2% |
| 30D | +7.6% | +0.8% | +6.8% | +7.5% |
| 3M | +15.3% | -6.1% | +21.4% | +15.6% |
| 6M | -8.5% | -40.0% | +31.5% | -5.2% |
| YTD | +6.8% | -49.9% | +56.7% | +12.2% |
| 1Y | -7.2% | -59.3% | +52.1% | -0.9% |
| 3Y | +108.2% | -17.2% | +125.5% | +105.4% |
| 5Y | +66.1% | -53.0% | +119.0% | +62.0% |
| All | +66.1% | -53.4% | +119.5% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling