+383.3%
TPR vs PODD
+308.1%
+75.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.1% |
| 7D | +12.1% | -4.4% | +16.5% | +12.9% |
| 30D | +16.7% | +9.4% | +7.2% | +14.3% |
| 3M | -17.4% | +3.6% | -21.0% | -18.3% |
| 6M | +2.3% | -4.0% | +6.2% | +1.5% |
| YTD | +7.1% | -47.9% | +55.0% | +21.3% |
| 1Y | +29.5% | -53.8% | +83.3% | +50.4% |
| 3Y | +415.0% | -4.5% | +419.6% | +388.9% |
| 5Y | +261.5% | -51.9% | +313.3% | +288.8% |
| 10Y | +383.3% | +308.9% | +74.4% | +259.1% |
| All | +383.3% | +308.1% | +75.2% | +259.1% |
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 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