+34.8%
XLK vs PODD
-41.3%
+76.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | -0.4% |
| 7D | +2.3% | -6.9% | +9.2% | +1.5% |
| 30D | +0.8% | -3.5% | +4.3% | +0.5% |
| 3M | +4.1% | -13.6% | +17.6% | +3.4% |
| 6M | +34.8% | -42.6% | +77.4% | +44.6% |
| All | +34.8% | -41.3% | +76.0% | +44.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling