+147.8%
XEL vs PODD
+223.0%
-75.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.3% |
| 7D | -0.3% | -10.5% | +10.2% | +0.6% |
| 30D | -3.9% | -9.0% | +5.1% | -3.2% |
| 3M | -2.8% | -11.5% | +8.7% | -2.2% |
| 6M | -5.4% | -44.7% | +39.4% | -1.3% |
| YTD | +3.8% | -53.6% | +57.3% | +9.8% |
| 1Y | +6.8% | -61.0% | +67.8% | +14.5% |
| 3Y | +45.6% | -24.7% | +70.3% | +45.4% |
| 5Y | +30.7% | -55.5% | +86.2% | +35.0% |
| All | +147.8% | +223.0% | -75.1% | +135.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling