+292.8%
XLU vs PODD
+711.3%
-418.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.9% |
| 7D | +0.6% | -6.9% | +7.5% | +1.3% |
| 30D | -0.4% | -3.5% | +3.0% | -0.2% |
| 3M | -1.7% | -13.6% | +11.8% | -0.7% |
| 6M | -7.1% | -42.6% | +35.5% | -2.6% |
| YTD | +1.9% | -51.5% | +53.4% | +8.5% |
| 1Y | +6.1% | -60.9% | +67.0% | +15.2% |
| 3Y | +48.8% | -19.8% | +68.5% | +48.1% |
| 5Y | +43.8% | -54.4% | +98.2% | +48.9% |
| 10Y | +143.2% | +236.1% | -92.9% | +101.3% |
| All | +292.8% | +711.3% | -418.5% | +151.3% |
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