-44.5%
TOST vs PODD
-50.0%
+5.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.2% | +4.8% | +1.5% |
| 7D | +9.4% | -2.1% | +11.6% | +10.4% |
| 30D | +13.5% | +9.0% | +4.4% | +8.8% |
| 3M | -0.1% | +5.2% | -5.3% | -2.9% |
| 6M | +22.5% | -3.2% | +25.6% | +20.6% |
| YTD | -2.4% | -48.5% | +46.1% | +30.1% |
| 1Y | -4.7% | -54.7% | +50.0% | +34.6% |
| 3Y | +103.2% | -7.8% | +111.0% | +91.1% |
| 5Y | -41.2% | -52.4% | +11.2% | -7.6% |
| All | -44.5% | -50.0% | +5.5% | -20.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling