+162.2%
W vs PODD
+218.3%
-56.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | +1.6% |
| 7D | +5.9% | -6.9% | +12.8% | +9.4% |
| 30D | -3.0% | -3.5% | +0.4% | -1.8% |
| 3M | +40.3% | -13.6% | +53.9% | +47.6% |
| 6M | +32.2% | -42.6% | +74.8% | +65.3% |
| YTD | -0.3% | -51.5% | +51.2% | +35.3% |
| 1Y | +16.2% | -60.9% | +77.1% | +73.4% |
| 3Y | +40.7% | -19.8% | +60.5% | +40.1% |
| 5Y | -62.3% | -54.4% | -8.0% | -52.1% |
| 10Y | +162.2% | +236.1% | -73.8% | +83.1% |
| All | +162.2% | +218.3% | -56.1% | +83.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling