+56.7%
TOST vs PODD
-22.7%
+79.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.8% |
| 7D | -3.4% | +1.6% | -5.0% | -4.0% |
| 30D | -2.4% | +10.7% | -13.1% | -6.1% |
| 3M | +34.6% | +0.7% | +33.9% | +31.3% |
| 6M | +15.2% | -39.3% | +54.5% | +36.3% |
| YTD | -4.4% | -48.1% | +43.7% | +20.5% |
| 1Y | -17.4% | -57.4% | +40.0% | +12.0% |
| All | +56.7% | -22.7% | +79.4% | +62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling