-45.4%
TOST vs PODD
-48.8%
+3.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.8% |
| 7D | -3.6% | -9.1% | +5.5% | +0.6% |
| 30D | +8.9% | +7.3% | +1.6% | +5.2% |
| 3M | -2.2% | +3.7% | -5.9% | -4.3% |
| 6M | +41.0% | -2.7% | +43.7% | +38.2% |
| YTD | -4.0% | -47.2% | +43.2% | +26.5% |
| 1Y | -9.6% | -54.0% | +44.4% | +26.8% |
| 3Y | +141.7% | -3.3% | +144.9% | +120.9% |
| 5Y | -29.5% | -52.3% | +22.8% | +10.6% |
| All | -45.4% | -48.8% | +3.4% | -22.3% |
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