-24.7%
U vs PODD
-35.2%
+10.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.2% | +11.7% | +8.2% |
| 7D | +36.6% | -2.1% | +38.7% | +36.9% |
| 30D | +13.3% | +9.0% | +4.3% | +8.1% |
| 3M | +26.2% | +5.2% | +21.0% | +21.9% |
| 6M | +88.7% | -3.2% | +91.9% | +83.5% |
| YTD | +16.6% | -48.5% | +65.0% | +52.7% |
| 1Y | +29.0% | -54.7% | +83.6% | +79.1% |
| 3Y | +99.5% | -7.8% | +107.3% | +77.1% |
| 5Y | -66.1% | -52.4% | -13.7% | -58.1% |
| All | -24.7% | -35.2% | +10.6% | -28.6% |
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 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