+348.8%
TPR vs PODD
+778.2%
-429.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -1.1% | -4.4% | +3.2% | -0.2% |
| 30D | +15.1% | +8.1% | +7.0% | +13.0% |
| 3M | -13.4% | +2.9% | -16.3% | -14.3% |
| 6M | +1.4% | -5.7% | +7.1% | +1.1% |
| YTD | +4.8% | -47.5% | +52.3% | +17.8% |
| 1Y | +29.2% | -55.7% | +84.9% | +50.5% |
| 3Y | +403.7% | -3.7% | +407.4% | +380.6% |
| 5Y | +230.8% | -52.6% | +283.4% | +257.7% |
| 10Y | +369.2% | +320.3% | +48.9% | +196.1% |
| All | +348.8% | +778.2% | -429.4% | +82.4% |
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