+24.3%
W vs PODD
-48.3%
+72.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.6% | +4.4% | +9.5% |
| 7D | +8.4% | +10.8% | -2.4% | +6.1% |
| 30D | +16.5% | +21.7% | -5.2% | +11.9% |
| 3M | +6.4% | -1.1% | +7.5% | +5.9% |
| 6M | +90.5% | -3.7% | +94.2% | +87.5% |
| YTD | +23.1% | -41.9% | +65.0% | +37.7% |
| 1Y | +24.3% | -48.5% | +72.7% | +41.5% |
| All | +24.3% | -48.3% | +72.6% | +41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling