+128.6%
XRT vs PODD
+228.4%
-99.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.4% | -1.5% |
| 7D | -0.3% | -4.1% | +3.9% | +0.5% |
| 30D | -5.6% | +0.8% | -6.4% | -5.8% |
| 3M | +2.5% | -6.1% | +8.6% | +2.9% |
| 6M | +3.7% | -40.0% | +43.6% | +12.7% |
| YTD | +1.0% | -49.9% | +50.9% | +13.5% |
| 1Y | -1.2% | -59.3% | +58.1% | +15.2% |
| 3Y | +43.4% | -17.2% | +60.6% | +41.1% |
| 5Y | -0.7% | -53.0% | +52.3% | +5.9% |
| All | +128.6% | +228.4% | -99.8% | +76.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling