+1,832.9%
XLK vs PODD
+736.9%
+1,095.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +0.9% |
| 7D | +2.3% | -4.1% | +6.4% | +3.1% |
| 30D | -0.1% | +0.8% | -0.8% | -0.3% |
| 3M | +2.1% | -6.1% | +8.2% | +2.1% |
| 6M | +37.2% | -40.0% | +77.1% | +47.8% |
| YTD | +30.8% | -49.9% | +80.8% | +45.7% |
| 1Y | +42.6% | -59.3% | +101.9% | +64.6% |
| 3Y | +121.8% | -17.2% | +139.0% | +118.9% |
| 5Y | +145.7% | -53.0% | +198.7% | +162.8% |
| 10Y | +782.1% | +226.1% | +556.0% | +557.1% |
| All | +1,832.9% | +736.9% | +1,095.9% | +920.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling