+157.1%
TRV vs PODD
-54.5%
+211.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.5% |
| 7D | +0.2% | -6.9% | +7.1% | +0.7% |
| 30D | -2.3% | -3.5% | +1.1% | -2.1% |
| 3M | +22.7% | -13.6% | +36.3% | +23.5% |
| 6M | +21.9% | -42.6% | +64.6% | +25.9% |
| YTD | +27.5% | -51.5% | +78.9% | +33.0% |
| 1Y | +36.2% | -60.9% | +97.1% | +44.1% |
| 3Y | +140.6% | -19.8% | +160.4% | +139.8% |
| All | +157.1% | -54.5% | +211.6% | +169.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling