+298.6%
XLB vs PODD
+778.2%
-479.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | 0.0% | -4.4% | +4.4% | +0.8% |
| 30D | +5.3% | +8.1% | -2.8% | +3.8% |
| 3M | 0.0% | +2.9% | -2.9% | -0.7% |
| 6M | +1.2% | -5.7% | +6.9% | +1.1% |
| YTD | +16.9% | -47.5% | +64.4% | +28.5% |
| 1Y | +20.9% | -55.7% | +76.6% | +36.7% |
| 3Y | +43.3% | -3.7% | +47.1% | +38.0% |
| 5Y | +28.3% | -52.6% | +80.9% | +35.7% |
| 10Y | +165.3% | +320.3% | -155.0% | +77.9% |
| All | +298.6% | +778.2% | -479.5% | +84.8% |
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 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