+234.7%
TMUS vs PODD
+324.2%
-89.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.3% | +1.9% | +3.8% |
| 7D | +5.3% | -2.5% | +7.8% | +5.6% |
| 30D | +13.5% | +10.7% | +2.8% | +11.8% |
| 3M | -4.2% | +6.1% | -10.4% | -5.2% |
| 6M | -11.9% | -2.8% | -9.1% | -12.1% |
| YTD | -15.6% | -47.3% | +31.7% | -8.8% |
| 1Y | -16.8% | -53.2% | +36.4% | -8.7% |
| 3Y | +20.8% | -2.0% | +22.8% | +15.0% |
| 5Y | +48.0% | -52.9% | +101.0% | +55.2% |
| 10Y | +234.7% | +321.1% | -86.3% | +130.6% |
| All | +234.7% | +324.2% | -89.4% | +130.6% |
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 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