+527.7%
XEL vs PODD
+767.5%
-239.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | -0.6% |
| 7D | -1.0% | +1.6% | -2.6% | -1.1% |
| 30D | -1.9% | +10.7% | -12.6% | -2.8% |
| 3M | -1.9% | +0.7% | -2.6% | -2.3% |
| 6M | -7.4% | -39.3% | +31.8% | -4.0% |
| YTD | +4.1% | -48.1% | +52.2% | +9.3% |
| 1Y | +8.0% | -57.4% | +65.5% | +15.2% |
| 3Y | +48.4% | -23.3% | +71.7% | +48.3% |
| 5Y | +27.2% | -51.3% | +78.5% | +30.3% |
| 10Y | +146.8% | +242.0% | -95.2% | +108.3% |
| All | +527.7% | +767.5% | -239.9% | +302.9% |
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