-44.8%
TOST vs PODD
-49.5%
+4.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.2% |
| 7D | +3.0% | -4.4% | +7.3% | +4.9% |
| 30D | +10.3% | +9.4% | +0.8% | +5.5% |
| 3M | -3.3% | +3.6% | -6.9% | -5.4% |
| 6M | +37.8% | -4.0% | +41.8% | +35.9% |
| YTD | -2.8% | -47.9% | +45.1% | +28.9% |
| 1Y | -9.6% | -53.8% | +44.2% | +26.4% |
| 3Y | +144.6% | -4.5% | +149.2% | +125.1% |
| 5Y | -31.0% | -51.9% | +20.9% | +5.3% |
| All | -44.8% | -49.5% | +4.7% | -20.8% |
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 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