-12.2%
TLT vs PODD
+315.5%
-327.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -2.7% | -4.4% | +1.7% | -2.7% |
| 30D | +2.2% | +8.1% | -5.9% | +2.1% |
| 3M | -1.7% | +2.9% | -4.7% | -1.8% |
| 6M | -4.0% | -5.7% | +1.8% | -4.0% |
| YTD | -4.9% | -47.5% | +42.5% | -4.4% |
| 1Y | -7.4% | -55.7% | +48.3% | -6.7% |
| 3Y | +3.0% | -3.7% | +6.8% | +3.1% |
| 5Y | -35.1% | -52.6% | +17.5% | -35.2% |
| All | -12.2% | +315.5% | -327.7% | -7.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling