+140.0%
TRV vs PODD
-23.0%
+163.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.9% | +0.7% |
| 7D | -1.5% | -10.6% | +9.1% | -0.8% |
| 30D | -1.8% | -6.9% | +5.1% | -1.4% |
| 3M | +21.6% | -10.6% | +32.2% | +22.1% |
| 6M | +22.5% | -43.5% | +65.9% | +26.1% |
| YTD | +28.1% | -52.6% | +80.8% | +33.3% |
| 1Y | +37.0% | -60.1% | +97.1% | +44.0% |
| All | +140.0% | -23.0% | +163.0% | +139.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling