+42.1%
U vs PODD
-54.5%
+96.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.1% | +3.1% | +5.0% |
| 7D | +2.6% | +4.1% | -1.5% | +2.0% |
| 30D | +27.6% | +13.9% | +13.7% | +24.1% |
| 3M | +15.3% | +4.1% | +11.2% | +13.8% |
| 6M | +96.4% | +2.4% | +93.9% | +91.6% |
| YTD | +19.6% | -46.4% | +65.9% | +31.7% |
| 1Y | +42.1% | -54.2% | +96.3% | +62.3% |
| All | +42.1% | -54.5% | +96.6% | +62.3% |
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