+35.5%
XLV vs PODD
-55.4%
+90.9%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.1% |
| 7D | -3.6% | -10.5% | +7.0% | -2.1% |
| 30D | -1.8% | -9.0% | +7.2% | -0.6% |
| 3M | +7.8% | -11.5% | +19.3% | +8.9% |
| 6M | +9.1% | -44.7% | +53.9% | +17.0% |
| YTD | +7.7% | -53.6% | +61.3% | +18.2% |
| 1Y | +20.4% | -61.0% | +81.4% | +34.9% |
| 3Y | +30.8% | -24.7% | +55.5% | +30.9% |
| All | +35.5% | -55.4% | +90.9% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling