-26.3%
U vs PODD
-34.5%
+8.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -1.0% | -1.6% |
| 7D | +24.4% | -4.4% | +28.7% | +25.9% |
| 30D | +7.4% | +9.4% | -2.1% | +2.2% |
| 3M | +16.8% | +3.6% | +13.2% | +13.6% |
| 6M | +78.8% | -4.0% | +82.7% | +75.2% |
| YTD | +14.0% | -47.9% | +61.9% | +48.6% |
| 1Y | +16.7% | -53.8% | +70.5% | +60.5% |
| 3Y | +86.4% | -4.5% | +90.9% | +62.2% |
| 5Y | -71.5% | -51.9% | -19.6% | -64.9% |
| All | -26.3% | -34.5% | +8.2% | -30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling