+117.5%
XLK vs PODD
-23.0%
+140.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.2% |
| 7D | -0.4% | -10.6% | +10.2% | +0.7% |
| 30D | -0.5% | -6.9% | +6.5% | +0.2% |
| 3M | +5.0% | -10.6% | +15.6% | +5.3% |
| 6M | +32.9% | -43.5% | +76.3% | +43.3% |
| YTD | +29.0% | -52.6% | +81.6% | +43.4% |
| 1Y | +37.8% | -60.1% | +98.0% | +57.8% |
| All | +117.5% | -23.0% | +140.5% | +125.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling