-53.8%
TEAM vs PODD
-53.4%
-0.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.5% | -3.4% | -5.7% |
| 7D | -5.7% | -4.1% | -1.6% | -4.2% |
| 30D | +18.3% | +0.8% | +17.6% | +18.2% |
| 3M | +80.2% | -6.1% | +86.3% | +82.2% |
| 6M | +111.0% | -40.0% | +150.9% | +148.2% |
| YTD | +8.8% | -49.9% | +58.8% | +36.7% |
| 1Y | +2.2% | -59.3% | +61.5% | +37.8% |
| 3Y | -14.6% | -17.2% | +2.6% | -16.0% |
| 5Y | -53.8% | -53.0% | -0.8% | -45.5% |
| All | -53.8% | -53.4% | -0.4% | -45.5% |
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