+198.3%
W vs PODD
+301.0%
-102.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.6% | -3.2% |
| 7D | +1.1% | -4.4% | +5.5% | +3.3% |
| 30D | +6.4% | +9.4% | -3.0% | +2.6% |
| 3M | +9.0% | +3.6% | +5.3% | +7.2% |
| 6M | +69.8% | -4.0% | +73.8% | +69.8% |
| YTD | +12.1% | -47.9% | +60.0% | +43.6% |
| 1Y | 0.0% | -53.8% | +53.8% | +34.3% |
| 3Y | +160.3% | -4.5% | +164.9% | +145.5% |
| 5Y | -53.3% | -51.9% | -1.4% | -42.8% |
| 10Y | +217.0% | +308.9% | -91.9% | +113.9% |
| All | +198.3% | +301.0% | -102.7% | +93.4% |
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