+309.1%
TMUS vs PODD
+223.9%
+85.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.6% |
| 7D | -0.3% | -4.1% | +3.9% | +0.3% |
| 30D | +3.1% | +0.8% | +2.3% | +3.0% |
| 3M | +2.4% | -6.1% | +8.5% | +2.9% |
| 6M | -17.1% | -40.0% | +22.9% | -11.8% |
| YTD | -9.1% | -49.9% | +40.9% | -0.9% |
| 1Y | -23.6% | -59.3% | +35.7% | -14.4% |
| 3Y | +38.8% | -17.2% | +56.1% | +35.6% |
| 5Y | +43.0% | -53.0% | +96.0% | +49.6% |
| 10Y | +309.1% | +226.1% | +83.0% | +212.6% |
| All | +309.1% | +223.9% | +85.2% | +212.6% |
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