-43.8%
TOST vs PODD
-46.7%
+3.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.8% | +1.9% |
| 7D | +11.6% | +2.4% | +9.2% | +10.3% |
| 30D | +16.2% | +15.9% | +0.4% | +8.5% |
| 3M | +1.0% | +17.2% | -16.1% | -6.6% |
| 6M | +23.2% | -6.8% | +30.0% | +23.6% |
| YTD | -1.0% | -45.1% | +44.1% | +28.2% |
| 1Y | -9.9% | -50.3% | +40.5% | +21.7% |
| 3Y | +101.0% | -4.0% | +105.0% | +86.0% |
| 5Y | -40.4% | -49.3% | +8.9% | -9.0% |
| All | -43.8% | -46.7% | +3.0% | -21.2% |
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 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