+472.2%
XRT vs PODD
+781.2%
-309.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +3.2% |
| 7D | +2.5% | -2.5% | +4.9% | +3.0% |
| 30D | +10.3% | +10.7% | -0.4% | +8.1% |
| 3M | +2.4% | +6.1% | -3.7% | +1.0% |
| 6M | +10.0% | -2.8% | +12.8% | +9.4% |
| YTD | +9.5% | -47.3% | +56.8% | +22.1% |
| 1Y | +17.2% | -53.2% | +70.3% | +33.4% |
| 3Y | +62.0% | -2.0% | +64.0% | +55.2% |
| 5Y | -2.1% | -52.9% | +50.8% | +5.3% |
| 10Y | +152.6% | +321.1% | -168.5% | +65.4% |
| All | +472.2% | +781.2% | -309.0% | +150.8% |
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