+58.1%
XLE vs PODD
-10.3%
+68.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.2% | +6.1% | +0.3% |
| 7D | -12.0% | -2.1% | -9.9% | -11.9% |
| 30D | -2.7% | +9.0% | -11.8% | -3.3% |
| 3M | +6.6% | +5.2% | +1.4% | +6.1% |
| 6M | +9.5% | -3.2% | +12.7% | +9.3% |
| YTD | +40.6% | -48.5% | +89.0% | +46.8% |
| 1Y | +43.6% | -54.7% | +98.3% | +51.6% |
| 3Y | +58.1% | -7.8% | +65.9% | +53.8% |
| All | +58.1% | -10.3% | +68.4% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling