+238.8%
XLE vs PODD
+761.8%
-523.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.2% | +6.1% | +1.0% |
| 7D | -12.0% | -2.1% | -9.9% | -11.8% |
| 30D | -2.7% | +9.0% | -11.8% | -4.4% |
| 3M | +6.6% | +5.2% | +1.4% | +5.3% |
| 6M | +9.5% | -3.2% | +12.7% | +8.7% |
| YTD | +40.6% | -48.5% | +89.0% | +54.4% |
| 1Y | +43.6% | -54.7% | +98.3% | +61.0% |
| 3Y | +58.1% | -7.8% | +65.9% | +52.6% |
| 5Y | +152.2% | -52.4% | +204.6% | +164.2% |
| 10Y | +172.9% | +315.9% | -142.9% | +76.8% |
| All | +238.8% | +761.8% | -523.0% | +43.6% |
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