+637.0%
XLY vs PODD
+676.2%
-39.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.3% |
| 7D | -1.7% | -10.5% | +8.8% | +0.4% |
| 30D | -4.2% | -9.0% | +4.8% | -2.5% |
| 3M | -2.7% | -11.5% | +8.9% | -1.2% |
| 6M | -0.6% | -44.7% | +44.1% | +9.5% |
| YTD | -5.0% | -53.6% | +48.6% | +8.1% |
| 1Y | -4.1% | -61.0% | +56.9% | +12.5% |
| 3Y | +33.6% | -24.7% | +58.3% | +34.6% |
| 5Y | +28.7% | -55.5% | +84.2% | +39.7% |
| 10Y | +219.6% | +221.5% | -1.9% | +129.4% |
| All | +637.0% | +676.2% | -39.2% | +243.9% |
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