+439.1%
XRT vs PODD
+767.5%
-328.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.1% | +1.4% |
| 7D | +0.8% | +1.6% | -0.8% | +0.5% |
| 30D | -4.2% | +10.7% | -14.9% | -6.2% |
| 3M | +5.1% | +0.7% | +4.4% | +4.0% |
| 6M | +2.4% | -39.3% | +41.7% | +11.3% |
| YTD | +3.2% | -48.1% | +51.3% | +15.5% |
| 1Y | +1.5% | -57.4% | +59.0% | +17.7% |
| 3Y | +40.6% | -23.3% | +63.8% | +40.8% |
| 5Y | -1.0% | -51.3% | +50.3% | +5.7% |
| 10Y | +128.4% | +242.0% | -113.6% | +55.1% |
| All | +439.1% | +767.5% | -328.5% | +137.2% |
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 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