+19.9%
XBI vs PODD
-55.4%
+75.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.2% |
| 7D | -4.6% | -10.5% | +5.9% | -1.6% |
| 30D | -2.0% | -9.0% | +7.0% | +0.5% |
| 3M | +17.8% | -11.5% | +29.3% | +19.8% |
| 6M | +23.7% | -44.7% | +68.5% | +44.5% |
| YTD | +28.2% | -53.6% | +81.8% | +58.2% |
| 1Y | +64.0% | -61.0% | +124.9% | +112.9% |
| 3Y | +99.4% | -24.7% | +124.1% | +93.5% |
| All | +19.9% | -55.4% | +75.4% | +40.8% |
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 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