+132.2%
XRT vs PODD
+315.5%
-183.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -0.4% | -4.4% | +3.9% | +0.4% |
| 30D | +7.5% | +8.1% | -0.6% | +5.9% |
| 3M | +2.3% | +2.9% | -0.6% | +1.7% |
| 6M | +12.8% | -5.7% | +18.6% | +12.9% |
| YTD | +7.1% | -47.5% | +54.5% | +19.5% |
| 1Y | +12.3% | -55.7% | +67.9% | +29.3% |
| 3Y | +57.0% | -3.7% | +60.7% | +50.3% |
| 5Y | -4.3% | -52.6% | +48.3% | +1.9% |
| All | +132.2% | +315.5% | -183.3% | +66.2% |
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