+72.4%
TER vs PODD
-52.5%
+124.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.3% | +10.5% | +12.2% |
| 7D | -5.8% | -2.5% | -3.3% | -5.1% |
| 30D | -38.9% | +10.7% | -49.6% | -40.7% |
| 3M | -35.1% | +6.1% | -41.2% | -36.8% |
| 6M | -31.6% | -2.8% | -28.7% | -33.6% |
| YTD | +27.2% | -47.3% | +74.5% | +51.7% |
| 1Y | +35.2% | -53.2% | +88.4% | +67.8% |
| 3Y | +192.8% | -2.0% | +194.8% | +168.5% |
| 5Y | +72.4% | -52.9% | +125.4% | +105.1% |
| All | +72.4% | -52.5% | +124.9% | +105.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling