+104.5%
TFC vs PODD
-22.0%
+126.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.4% |
| 7D | +2.4% | +1.6% | +0.8% | +2.2% |
| 30D | -1.3% | +10.7% | -12.0% | -2.8% |
| 3M | +6.1% | +0.7% | +5.3% | +5.1% |
| 6M | +7.3% | -39.3% | +46.6% | +14.9% |
| YTD | +8.2% | -48.1% | +56.3% | +18.8% |
| 1Y | +14.4% | -57.4% | +71.9% | +29.5% |
| All | +104.5% | -22.0% | +126.5% | +89.8% |
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