+78.6%
V vs PODD
-5.6%
+84.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.2% | +6.2% | +0.6% |
| 7D | +2.2% | -2.1% | +4.3% | +2.4% |
| 30D | +13.6% | +9.0% | +4.5% | +12.7% |
| 3M | +14.3% | +5.2% | +9.1% | +13.7% |
| 6M | +33.1% | -3.2% | +36.3% | +32.9% |
| YTD | +21.2% | -48.5% | +69.7% | +28.0% |
| 1Y | +26.4% | -54.7% | +81.1% | +35.0% |
| All | +78.6% | -5.6% | +84.2% | +80.5% |
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