+33.9%
TER vs PODD
-53.3%
+87.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.3% | +10.5% | +12.9% |
| 7D | -5.8% | -2.5% | -3.3% | -5.8% |
| 30D | -38.9% | +10.7% | -49.6% | -38.0% |
| 3M | -35.1% | +6.1% | -41.2% | -34.2% |
| 6M | -31.6% | -2.8% | -28.7% | -30.8% |
| YTD | +27.2% | -47.3% | +74.5% | +57.3% |
| All | +33.9% | -53.3% | +87.2% | +73.8% |
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