-22.7%
U vs PODD
-32.6%
+9.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.1% | +3.1% | +4.3% |
| 7D | +2.6% | +4.1% | -1.5% | +0.8% |
| 30D | +27.6% | +13.9% | +13.7% | +19.2% |
| 3M | +15.3% | +4.1% | +11.2% | +11.9% |
| 6M | +96.4% | +2.4% | +93.9% | +87.2% |
| YTD | +19.6% | -46.4% | +65.9% | +53.9% |
| 1Y | +42.1% | -54.2% | +96.3% | +97.0% |
| 3Y | +87.5% | -6.9% | +94.4% | +66.4% |
| 5Y | -73.1% | -51.6% | -21.6% | -67.0% |
| All | -22.7% | -32.6% | +9.8% | -28.1% |
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 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