+180.5%
TRV vs PODD
-51.4%
+232.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.1% |
| 7D | +2.0% | +4.1% | -2.0% | +1.7% |
| 30D | +6.7% | +13.9% | -7.1% | +5.8% |
| 3M | +9.4% | +4.1% | +5.2% | +9.0% |
| 6M | +37.7% | +2.4% | +35.3% | +37.0% |
| YTD | +40.6% | -46.4% | +86.9% | +45.4% |
| 1Y | +42.4% | -54.2% | +96.6% | +48.7% |
| 3Y | +148.1% | -6.9% | +155.0% | +145.3% |
| All | +180.5% | -51.4% | +232.0% | +186.1% |
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