+6.1%
TLT vs PODD
-3.5%
+9.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.2% | 0.0% |
| 7D | +0.3% | -2.5% | +2.8% | +0.3% |
| 30D | +5.1% | +10.7% | -5.6% | +4.7% |
| 3M | -0.2% | +6.1% | -6.3% | -0.5% |
| 6M | -2.9% | -2.8% | -0.1% | -3.1% |
| YTD | -2.7% | -47.3% | +44.6% | -0.5% |
| 1Y | -4.6% | -53.2% | +48.6% | -2.0% |
| 3Y | +6.1% | -2.0% | +8.1% | +3.8% |
| All | +6.1% | -3.5% | +9.6% | +3.8% |
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