-65.7%
TEAM vs PODD
-53.5%
-12.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.6% |
| 7D | -22.2% | -4.4% | -17.8% | -20.7% |
| 30D | -28.1% | +9.4% | -37.6% | -30.4% |
| 3M | -2.2% | +3.6% | -5.8% | -3.2% |
| 6M | +62.2% | -4.0% | +66.2% | +62.4% |
| YTD | -8.4% | -47.9% | +39.6% | +13.6% |
| 1Y | -6.6% | -53.8% | +47.2% | +20.3% |
| 3Y | -15.7% | -4.5% | -11.2% | -21.1% |
| 5Y | -65.7% | -51.9% | -13.8% | -56.6% |
| All | -65.7% | -53.5% | -12.2% | -56.6% |
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