+456.0%
XLP vs PODD
+761.8%
-305.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.2% | +4.9% | -0.7% |
| 7D | +0.7% | -2.1% | +2.9% | +0.9% |
| 30D | +10.3% | +9.0% | +1.2% | +9.4% |
| 3M | +6.5% | +5.2% | +1.4% | +6.0% |
| 6M | +8.4% | -3.2% | +11.5% | +8.2% |
| YTD | +18.2% | -48.5% | +66.7% | +24.3% |
| 1Y | +22.4% | -54.7% | +77.1% | +30.1% |
| 3Y | +41.9% | -7.8% | +49.7% | +39.5% |
| 5Y | +40.9% | -52.4% | +93.3% | +44.5% |
| 10Y | +128.4% | +315.9% | -187.5% | +86.6% |
| All | +456.0% | +761.8% | -305.9% | +275.1% |
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