-54.2%
W vs PODD
-52.5%
-1.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.2% | +4.7% | +1.5% |
| 7D | -3.6% | -2.1% | -1.5% | -2.4% |
| 30D | +7.0% | +9.0% | -2.1% | +2.8% |
| 3M | +7.4% | +5.2% | +2.2% | +4.6% |
| 6M | +69.3% | -3.2% | +72.5% | +67.8% |
| YTD | +11.3% | -48.5% | +59.7% | +50.3% |
| 1Y | +13.2% | -54.7% | +67.9% | +62.5% |
| 3Y | +142.0% | -7.8% | +149.8% | +119.9% |
| All | -54.2% | -52.5% | -1.7% | -36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling