+250.2%
XLE vs PODD
+767.5%
-517.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.5% |
| 7D | +2.2% | +1.6% | +0.6% | +1.9% |
| 30D | +11.8% | +10.7% | +1.1% | +9.8% |
| 3M | +9.8% | +0.7% | +9.1% | +8.8% |
| 6M | +15.6% | -39.3% | +54.9% | +24.1% |
| YTD | +45.3% | -48.1% | +93.4% | +59.9% |
| 1Y | +48.3% | -57.4% | +105.7% | +68.4% |
| 3Y | +55.4% | -23.3% | +78.7% | +54.7% |
| 5Y | +216.1% | -51.3% | +267.4% | +230.3% |
| 10Y | +178.4% | +242.0% | -63.6% | +86.9% |
| All | +250.2% | +767.5% | -517.4% | +48.7% |
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 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