+926.3%
TRV vs PODD
+736.9%
+189.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.5% |
| 7D | +0.5% | -4.1% | +4.6% | +1.1% |
| 30D | -4.9% | +0.8% | -5.6% | -5.0% |
| 3M | +23.7% | -6.1% | +29.8% | +24.0% |
| 6M | +20.3% | -40.0% | +60.3% | +28.1% |
| YTD | +27.1% | -49.9% | +77.0% | +38.6% |
| 1Y | +35.3% | -59.3% | +94.6% | +51.7% |
| 3Y | +139.8% | -17.2% | +157.1% | +136.5% |
| 5Y | +153.9% | -53.0% | +206.9% | +164.3% |
| 10Y | +285.9% | +226.1% | +59.7% | +176.3% |
| All | +926.3% | +736.9% | +189.4% | +344.8% |
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