+191.2%
TER vs PODD
-4.1%
+195.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.1% | -7.5% | -5.7% |
| 7D | +14.4% | +4.1% | +10.3% | +13.7% |
| 30D | -30.6% | +13.9% | -44.4% | -31.9% |
| 3M | -39.2% | +4.1% | -43.3% | -39.7% |
| 6M | -31.3% | +2.4% | -33.7% | -33.4% |
| YTD | +29.1% | -46.4% | +75.4% | +53.1% |
| 1Y | +47.4% | -54.2% | +101.6% | +84.1% |
| 3Y | +191.2% | -6.9% | +198.1% | +165.7% |
| All | +191.2% | -4.1% | +195.3% | +165.7% |
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