+303.2%
XLB vs PODD
+781.2%
-478.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.3% | +1.5% |
| 7D | -1.4% | -2.5% | +1.1% | -1.0% |
| 30D | +7.1% | +10.7% | -3.6% | +5.1% |
| 3M | +0.6% | +6.1% | -5.5% | -0.6% |
| 6M | +3.5% | -2.8% | +6.3% | +2.8% |
| YTD | +18.2% | -47.3% | +65.5% | +29.9% |
| 1Y | +25.6% | -53.2% | +78.8% | +40.7% |
| 3Y | +46.7% | -2.0% | +48.7% | +40.7% |
| 5Y | +30.9% | -52.9% | +83.8% | +38.6% |
| 10Y | +167.7% | +321.1% | -153.3% | +79.5% |
| All | +303.2% | +781.2% | -478.0% | +86.8% |
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