+1,006.2%
TER vs PODD
+308.1%
+698.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.1% |
| 7D | -8.9% | -4.4% | -4.5% | -7.8% |
| 30D | -39.1% | +9.4% | -48.5% | -40.8% |
| 3M | -32.8% | +3.6% | -36.4% | -34.2% |
| 6M | -31.7% | -4.0% | -27.8% | -33.7% |
| YTD | +26.9% | -47.9% | +74.8% | +49.9% |
| 1Y | +33.6% | -53.8% | +87.4% | +63.9% |
| 3Y | +181.5% | -4.5% | +186.1% | +162.7% |
| 5Y | +76.1% | -51.9% | +128.0% | +97.2% |
| 10Y | +1,006.2% | +308.9% | +697.3% | +597.3% |
| All | +1,006.2% | +308.1% | +698.1% | +597.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling