+142.0%
W vs PODD
-10.3%
+152.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.2% | +4.7% | +0.9% |
| 7D | -3.6% | -2.1% | -1.5% | -2.6% |
| 30D | +7.0% | +9.0% | -2.1% | +3.9% |
| 3M | +7.4% | +5.2% | +2.2% | +5.4% |
| 6M | +69.3% | -3.2% | +72.5% | +68.7% |
| YTD | +11.3% | -48.5% | +59.7% | +43.4% |
| 1Y | +13.2% | -54.7% | +67.9% | +53.6% |
| 3Y | +142.0% | -7.8% | +149.8% | +129.5% |
| All | +142.0% | -10.3% | +152.3% | +129.5% |
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