+43.4%
XLK vs PODD
-57.0%
+100.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.6% |
| 7D | +0.9% | +1.6% | -0.8% | +0.9% |
| 30D | +0.7% | +10.7% | -9.9% | +1.3% |
| 3M | -2.9% | +0.7% | -3.7% | -2.9% |
| 6M | +34.3% | -39.3% | +73.5% | +41.9% |
| YTD | +30.4% | -48.1% | +78.5% | +40.3% |
| 1Y | +43.4% | -57.4% | +100.8% | +59.1% |
| All | +43.4% | -57.0% | +100.4% | +59.1% |
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