+313.3%
TPR vs PODD
+767.5%
-454.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -24.8% |
| 3M | -12.5% | +0.7% | -13.2% | -13.6% |
| 6M | -21.4% | -39.3% | +17.9% | -14.1% |
| YTD | -3.5% | -48.1% | +44.6% | +9.0% |
| 1Y | +17.4% | -57.4% | +74.8% | +38.0% |
| 3Y | +291.3% | -23.3% | +314.5% | +290.9% |
| 5Y | +241.9% | -51.3% | +293.2% | +268.1% |
| 10Y | +322.7% | +242.0% | +80.6% | +178.1% |
| All | +313.3% | +767.5% | -454.2% | +68.8% |
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 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