+539.5%
XLV vs PODD
+692.2%
-152.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.8% | -0.2% |
| 7D | -4.4% | -10.6% | +6.2% | -2.9% |
| 30D | -1.4% | -6.9% | +5.5% | -0.4% |
| 3M | +8.9% | -10.6% | +19.5% | +10.0% |
| 6M | +9.1% | -43.5% | +52.6% | +16.9% |
| YTD | +7.9% | -52.6% | +60.5% | +18.5% |
| 1Y | +22.7% | -60.1% | +82.8% | +37.7% |
| 3Y | +31.9% | -21.7% | +53.6% | +31.7% |
| 5Y | +34.9% | -54.6% | +89.4% | +42.0% |
| 10Y | +173.9% | +228.2% | -54.3% | +111.6% |
| All | +539.5% | +692.2% | -152.8% | +286.4% |
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