+196.2%
W vs PODD
+296.8%
-100.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.2% | +4.7% | +1.2% |
| 7D | -3.6% | -2.1% | -1.5% | -2.6% |
| 30D | +7.0% | +9.0% | -2.1% | +3.3% |
| 3M | +7.4% | +5.2% | +2.2% | +4.9% |
| 6M | +69.3% | -3.2% | +72.5% | +68.3% |
| YTD | +11.3% | -48.5% | +59.7% | +43.2% |
| 1Y | +13.2% | -54.7% | +67.9% | +53.3% |
| 3Y | +142.0% | -7.8% | +149.8% | +131.6% |
| 5Y | -54.6% | -52.4% | -2.2% | -44.1% |
| 10Y | +243.7% | +315.9% | -72.2% | +131.7% |
| All | +196.2% | +296.8% | -100.6% | +92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling