+43.2%
TER vs PODD
-48.3%
+91.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.6% | -13.4% | -5.9% |
| 7D | -19.9% | +10.8% | -30.7% | -18.6% |
| 30D | -43.5% | +21.7% | -65.2% | -42.0% |
| 3M | -37.8% | -1.1% | -36.7% | -36.0% |
| 6M | -25.6% | -3.7% | -21.8% | -20.5% |
| YTD | +29.8% | -41.9% | +71.8% | +59.1% |
| 1Y | +43.2% | -48.5% | +91.6% | +82.6% |
| All | +43.2% | -48.3% | +91.5% | +82.6% |
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 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