+155.3%
TFC vs PODD
+767.5%
-612.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.5% |
| 7D | +2.4% | +1.6% | +0.8% | +2.0% |
| 30D | -1.3% | +10.7% | -12.0% | -3.6% |
| 3M | +6.1% | +0.7% | +5.3% | +4.7% |
| 6M | +7.3% | -39.3% | +46.6% | +17.6% |
| YTD | +8.2% | -48.1% | +56.3% | +22.6% |
| 1Y | +14.4% | -57.4% | +71.9% | +34.9% |
| 3Y | +93.7% | -23.3% | +117.0% | +93.9% |
| 5Y | +16.4% | -51.3% | +67.7% | +23.8% |
| 10Y | +101.6% | +242.0% | -140.5% | +22.2% |
| All | +155.3% | +767.5% | -612.2% | -13.6% |
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