-44.4%
TOST vs PODD
-48.9%
+4.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.8% |
| 7D | +4.0% | -2.5% | +6.5% | +5.1% |
| 30D | +11.1% | +10.7% | +0.3% | +5.7% |
| 3M | +0.8% | +6.1% | -5.3% | -2.4% |
| 6M | +38.8% | -2.8% | +41.6% | +36.2% |
| YTD | -2.1% | -47.3% | +45.2% | +29.1% |
| 1Y | -6.0% | -53.2% | +47.1% | +30.6% |
| 3Y | +149.8% | -2.0% | +151.8% | +126.7% |
| 5Y | -42.8% | -52.9% | +10.2% | -7.7% |
| All | -44.4% | -48.9% | +4.5% | -20.7% |
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