+213.5%
TER vs PODD
-59.3%
+272.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.5% | +7.7% | +4.0% |
| 7D | +11.0% | -4.1% | +15.1% | +10.7% |
| 30D | -1.9% | +0.8% | -2.7% | -1.8% |
| 3M | -0.7% | -6.1% | +5.4% | -1.2% |
| 6M | +36.4% | -40.0% | +76.3% | +51.3% |
| YTD | +92.4% | -49.9% | +142.4% | +118.6% |
| 1Y | +213.5% | -59.3% | +272.8% | +290.6% |
| All | +213.5% | -59.3% | +272.8% | +290.6% |
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