+218.0%
XLE vs PODD
-51.3%
+269.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +2.2% | +1.6% | +0.6% | +2.0% |
| 30D | +11.8% | +10.7% | +1.1% | +10.7% |
| 3M | +9.8% | +0.7% | +9.1% | +9.3% |
| 6M | +15.6% | -39.3% | +54.9% | +20.6% |
| YTD | +45.3% | -48.1% | +93.4% | +53.9% |
| 1Y | +48.3% | -57.4% | +105.7% | +60.2% |
| 3Y | +55.4% | -23.3% | +78.7% | +55.4% |
| All | +218.0% | -51.3% | +269.3% | +238.5% |
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