+170.7%
XLE vs PODD
+223.9%
-53.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +1.5% |
| 7D | 0.0% | -4.1% | +4.1% | +0.5% |
| 30D | +12.6% | +0.8% | +11.9% | +12.5% |
| 3M | +11.8% | -6.1% | +17.9% | +12.1% |
| 6M | +16.1% | -40.0% | +56.0% | +22.4% |
| YTD | +46.9% | -49.9% | +96.8% | +58.2% |
| 1Y | +53.3% | -59.3% | +112.6% | +69.1% |
| 3Y | +54.9% | -17.2% | +72.2% | +52.9% |
| 5Y | +225.7% | -53.0% | +278.7% | +239.9% |
| 10Y | +170.7% | +226.1% | -55.4% | +128.7% |
| All | +170.7% | +223.9% | -53.2% | +128.7% |
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