+14.1%
XLI vs PODD
-61.6%
+75.7%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.7% |
| 7D | -2.3% | -10.6% | +8.3% | -2.0% |
| 30D | -8.2% | -6.9% | -1.2% | -8.0% |
| 3M | +0.8% | -10.6% | +11.4% | +0.8% |
| 6M | +0.8% | -43.5% | +44.3% | +5.2% |
| YTD | +10.5% | -52.6% | +63.1% | +17.4% |
| 1Y | +14.1% | -60.1% | +74.2% | +24.0% |
| All | +14.1% | -61.6% | +75.7% | +24.0% |
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