+166.9%
XLE vs PODD
-51.4%
+218.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.2% | +0.8% |
| 7D | +5.4% | +4.1% | +1.3% | +5.1% |
| 30D | -3.9% | +13.9% | -17.8% | -5.2% |
| 3M | +7.0% | +4.1% | +2.9% | +6.4% |
| 6M | +14.2% | +2.4% | +11.8% | +13.3% |
| YTD | +48.2% | -46.4% | +94.5% | +56.3% |
| 1Y | +47.7% | -54.2% | +101.8% | +58.3% |
| 3Y | +70.0% | -6.9% | +76.9% | +66.3% |
| All | +166.9% | -51.4% | +218.3% | +187.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling