+1,035.6%
TRV vs PODD
+796.9%
+238.7%
-46.3%
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% | -0.3% |
| 7D | +2.0% | +4.1% | -2.0% | +1.4% |
| 30D | +6.7% | +13.9% | -7.1% | +4.7% |
| 3M | +9.4% | +4.1% | +5.2% | +8.5% |
| 6M | +37.7% | +2.4% | +35.3% | +36.1% |
| YTD | +40.6% | -46.4% | +86.9% | +51.7% |
| 1Y | +42.4% | -54.2% | +96.6% | +56.9% |
| 3Y | +148.1% | -6.9% | +155.0% | +141.3% |
| 5Y | +181.7% | -51.6% | +233.3% | +192.1% |
| 10Y | +352.6% | +329.3% | +23.3% | +211.2% |
| All | +1,035.6% | +796.9% | +238.7% | +386.8% |
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