+124.8%
XRT vs PODD
+218.3%
-93.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.4% | -1.1% |
| 7D | -2.4% | -6.9% | +4.5% | -1.1% |
| 30D | -6.9% | -3.5% | -3.5% | -6.4% |
| 3M | -0.4% | -13.6% | +13.2% | +1.6% |
| 6M | +2.2% | -42.6% | +44.9% | +12.1% |
| YTD | -0.7% | -51.5% | +50.8% | +12.3% |
| 1Y | -2.0% | -60.9% | +58.9% | +15.2% |
| 3Y | +41.0% | -19.8% | +60.8% | +39.6% |
| 5Y | -3.3% | -54.4% | +51.1% | +3.7% |
| 10Y | +124.8% | +236.1% | -111.2% | +74.9% |
| All | +124.8% | +218.3% | -93.5% | +74.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling