-33.7%
TLT vs PODD
-53.4%
+19.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +0.1% |
| 7D | +0.4% | -4.1% | +4.5% | +0.5% |
| 30D | -0.3% | +0.8% | -1.1% | -0.3% |
| 3M | -1.7% | -6.1% | +4.4% | -1.7% |
| 6M | -4.9% | -40.0% | +35.1% | -3.6% |
| YTD | -2.8% | -49.9% | +47.2% | -0.9% |
| 1Y | -4.2% | -59.3% | +55.1% | -1.8% |
| 3Y | -1.1% | -17.2% | +16.1% | -1.5% |
| 5Y | -33.7% | -53.0% | +19.3% | -33.9% |
| All | -33.7% | -53.4% | +19.7% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling