-27.7%
TOST vs PODD
-51.4%
+23.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.3% | +2.5% |
| 7D | 0.0% | +4.1% | -4.0% | -1.8% |
| 30D | +16.2% | +13.9% | +2.3% | +9.4% |
| 3M | -1.5% | +4.1% | -5.7% | -3.8% |
| 6M | +55.3% | +2.4% | +52.9% | +48.8% |
| YTD | -2.3% | -46.4% | +44.0% | +27.0% |
| 1Y | -5.5% | -54.2% | +48.6% | +31.9% |
| 3Y | +151.1% | -6.9% | +158.0% | +136.6% |
| All | -27.7% | -51.4% | +23.7% | +6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling