+2,232.3%
TER vs PODD
+767.5%
+1,464.8%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.1% | +7.5% | +6.1% |
| 7D | +0.6% | +1.6% | -1.0% | +0.1% |
| 30D | -8.3% | +10.7% | -18.9% | -11.4% |
| 3M | -12.2% | +0.7% | -12.9% | -14.8% |
| 6M | +17.1% | -39.3% | +56.4% | +31.3% |
| YTD | +84.7% | -48.1% | +132.8% | +116.1% |
| 1Y | +199.9% | -57.4% | +257.4% | +270.3% |
| 3Y | +232.8% | -23.3% | +256.0% | +234.0% |
| 5Y | +198.6% | -51.3% | +249.8% | +232.3% |
| 10Y | +1,669.7% | +242.0% | +1,427.7% | +958.0% |
| All | +2,232.3% | +767.5% | +1,464.8% | +568.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling