-6.5%
U vs PODD
-60.5%
+54.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | 0.0% |
| 7D | +4.4% | -6.9% | +11.3% | +5.4% |
| 30D | -1.3% | -3.5% | +2.2% | -0.8% |
| 3M | +49.6% | -13.6% | +63.2% | +50.5% |
| 6M | +100.2% | -42.6% | +142.8% | +116.2% |
| YTD | -3.7% | -51.5% | +47.8% | +5.7% |
| 1Y | -6.5% | -60.9% | +54.4% | +11.1% |
| All | -6.5% | -60.5% | +54.0% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling