+318.5%
TPR vs PODD
+239.0%
+79.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.4% |
| 7D | -2.3% | +1.6% | -3.9% | -2.7% |
| 30D | -23.0% | +10.7% | -33.6% | -24.7% |
| 3M | -12.5% | +0.7% | -13.2% | -13.6% |
| 6M | -21.4% | -39.3% | +17.9% | -13.9% |
| YTD | -3.5% | -48.1% | +44.6% | +9.4% |
| 1Y | +17.4% | -57.4% | +74.8% | +38.7% |
| 3Y | +291.3% | -23.3% | +314.5% | +290.0% |
| 5Y | +241.9% | -51.3% | +293.2% | +267.1% |
| All | +318.5% | +239.0% | +79.5% | +221.8% |
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