+373.5%
TGT vs PODD
+767.5%
-394.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.6% |
| 7D | +0.8% | +1.6% | -0.8% | +0.5% |
| 30D | +12.2% | +10.7% | +1.5% | +10.3% |
| 3M | +33.8% | +0.7% | +33.1% | +32.8% |
| 6M | +39.3% | -39.3% | +78.6% | +49.4% |
| YTD | +72.9% | -48.1% | +121.0% | +90.1% |
| 1Y | +84.6% | -57.4% | +142.0% | +109.3% |
| 3Y | +46.2% | -23.3% | +69.5% | +45.9% |
| 5Y | -21.3% | -51.3% | +29.9% | -17.0% |
| 10Y | +213.5% | +242.0% | -28.5% | +121.9% |
| All | +373.5% | +767.5% | -394.1% | +91.3% |
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