-39.0%
U vs PODD
-34.8%
-4.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.1% |
| 7D | -3.8% | +1.6% | -5.4% | -4.6% |
| 30D | +17.5% | +10.7% | +6.8% | +12.3% |
| 3M | +38.7% | +0.7% | +38.0% | +35.0% |
| 6M | +104.4% | -39.3% | +143.7% | +149.8% |
| YTD | -5.7% | -48.1% | +42.4% | +24.5% |
| 1Y | +3.7% | -57.4% | +61.1% | +49.9% |
| 3Y | +12.3% | -23.3% | +35.6% | +10.8% |
| 5Y | -68.8% | -51.3% | -17.6% | -61.6% |
| All | -39.0% | -34.8% | -4.3% | -41.8% |
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