+9.1%
XLF vs PODD
-57.0%
+66.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.6% |
| 7D | 0.0% | +1.6% | -1.6% | -0.1% |
| 30D | +0.2% | +10.7% | -10.5% | -0.5% |
| 3M | +11.7% | +0.7% | +11.0% | +11.1% |
| 6M | +13.8% | -39.3% | +53.1% | +18.5% |
| YTD | +7.0% | -48.1% | +55.1% | +13.1% |
| 1Y | +9.1% | -57.4% | +66.6% | +16.4% |
| All | +9.1% | -57.0% | +66.2% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling