+199.8%
TER vs PODD
-57.0%
+256.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.1% | +7.5% | +5.3% |
| 7D | +0.6% | +1.6% | -1.0% | +0.7% |
| 30D | -8.3% | +10.7% | -19.0% | -8.1% |
| 3M | -12.2% | +0.7% | -13.0% | -13.2% |
| 6M | +17.0% | -39.3% | +56.3% | +30.4% |
| YTD | +84.6% | -48.1% | +132.7% | +109.8% |
| 1Y | +199.8% | -57.4% | +257.2% | +270.8% |
| All | +199.8% | -57.0% | +256.9% | +270.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling