+869.6%
XBI vs PODD
+736.9%
+132.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | -0.3% |
| 7D | -0.9% | -4.1% | +3.2% | +0.1% |
| 30D | +2.9% | +0.8% | +2.1% | +2.6% |
| 3M | +26.2% | -6.1% | +32.3% | +26.5% |
| 6M | +30.7% | -40.0% | +70.7% | +45.6% |
| YTD | +32.9% | -49.9% | +82.9% | +55.0% |
| 1Y | +72.3% | -59.3% | +131.6% | +111.1% |
| 3Y | +107.2% | -17.2% | +124.4% | +103.2% |
| 5Y | +23.2% | -53.0% | +76.2% | +36.9% |
| 10Y | +158.5% | +226.1% | -67.6% | +72.4% |
| All | +869.6% | +736.9% | +132.6% | +347.0% |
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