+91.4%
USO vs PODD
-21.1%
+112.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.1% | +5.8% | +2.6% |
| 7D | +6.2% | -6.9% | +13.1% | +6.0% |
| 30D | +19.1% | -3.5% | +22.6% | +19.0% |
| 3M | +14.2% | -13.6% | +27.8% | +13.9% |
| 6M | +43.7% | -42.6% | +86.4% | +42.5% |
| YTD | +116.8% | -51.5% | +168.3% | +115.5% |
| 1Y | +104.3% | -60.9% | +165.3% | +104.3% |
| All | +91.4% | -21.1% | +112.5% | +89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling