+164.5%
XLB vs PODD
+218.3%
-53.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.6% |
| 7D | -2.9% | -6.9% | +4.0% | -1.9% |
| 30D | -3.4% | -3.5% | +0.1% | -2.9% |
| 3M | +1.6% | -13.6% | +15.2% | +3.1% |
| 6M | +3.6% | -42.6% | +46.3% | +11.5% |
| YTD | +14.2% | -51.5% | +65.7% | +26.1% |
| 1Y | +15.6% | -60.9% | +76.5% | +31.8% |
| 3Y | +33.1% | -19.8% | +52.9% | +31.8% |
| 5Y | +35.0% | -54.4% | +89.4% | +43.2% |
| 10Y | +164.5% | +236.1% | -71.5% | +115.3% |
| All | +164.5% | +218.3% | -53.8% | +115.3% |
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