+159.7%
TER vs PODD
-5.6%
+165.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.2% | +8.7% | +3.4% |
| 7D | -20.5% | -2.1% | -18.3% | -20.2% |
| 30D | -47.0% | +9.0% | -56.0% | -47.7% |
| 3M | -43.3% | +5.2% | -48.5% | -44.0% |
| 6M | -42.9% | -3.2% | -39.8% | -44.3% |
| YTD | +12.9% | -48.5% | +61.3% | +34.2% |
| 1Y | +18.2% | -54.7% | +72.9% | +46.6% |
| All | +159.7% | -5.6% | +165.3% | +144.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling