+3,310.4%
V vs PODD
+1,050.9%
+2,259.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.2% | +6.2% | +1.1% |
| 7D | +2.2% | -2.1% | +4.3% | +2.5% |
| 30D | +13.6% | +9.0% | +4.5% | +11.8% |
| 3M | +14.3% | +5.2% | +9.1% | +13.1% |
| 6M | +33.1% | -3.2% | +36.3% | +32.6% |
| YTD | +21.2% | -48.5% | +69.7% | +34.4% |
| 1Y | +26.4% | -54.7% | +81.1% | +43.2% |
| 3Y | +77.6% | -7.8% | +85.4% | +71.8% |
| 5Y | +102.6% | -52.4% | +155.0% | +114.5% |
| 10Y | +464.4% | +315.9% | +148.5% | +286.4% |
| All | +3,310.4% | +1,050.9% | +2,259.4% | +1,645.4% |
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