+54.5%
T vs PODD
-53.6%
+108.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.2% | +5.3% | -0.3% |
| 7D | +1.0% | -2.1% | +3.1% | +1.2% |
| 30D | -10.6% | +9.0% | -19.6% | -11.3% |
| 3M | -7.7% | +5.2% | -12.9% | -8.2% |
| 6M | -13.3% | -3.2% | -10.2% | -13.5% |
| YTD | -8.8% | -48.5% | +39.7% | -4.5% |
| 1Y | -8.4% | -54.7% | +46.3% | -3.2% |
| 3Y | +59.6% | -7.8% | +67.4% | +55.9% |
| All | +54.5% | -53.6% | +108.1% | +46.5% |
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 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