+40.1%
W vs PODD
-22.0%
+62.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +3.3% |
| 7D | -4.2% | +1.6% | -5.8% | -4.8% |
| 30D | -7.6% | +10.7% | -18.2% | -11.2% |
| 3M | +37.2% | +0.7% | +36.4% | +35.0% |
| 6M | +26.3% | -39.3% | +65.6% | +50.8% |
| YTD | -1.0% | -48.1% | +47.1% | +26.7% |
| 1Y | +20.1% | -57.4% | +77.5% | +66.2% |
| All | +40.1% | -22.0% | +62.1% | +42.2% |
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