+463.2%
XLP vs PODD
+818.4%
-355.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.6% | -0.3% |
| 7D | +3.5% | +2.4% | +1.1% | +3.2% |
| 30D | +11.6% | +15.9% | -4.3% | +10.1% |
| 3M | +7.6% | +17.2% | -9.5% | +6.0% |
| 6M | +10.0% | -6.8% | +16.8% | +10.1% |
| YTD | +19.7% | -45.1% | +64.8% | +25.3% |
| 1Y | +23.5% | -50.3% | +73.8% | +30.2% |
| 3Y | +44.0% | -4.0% | +47.9% | +41.1% |
| 5Y | +42.7% | -49.3% | +92.0% | +45.6% |
| 10Y | +131.3% | +343.1% | -211.8% | +88.0% |
| All | +463.2% | +818.4% | -355.2% | +277.9% |
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