+599.5%
XYZ vs PODD
+308.0%
+291.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.2% | +7.9% | +4.9% |
| 7D | +12.1% | -2.1% | +14.3% | +13.5% |
| 30D | +12.4% | +9.0% | +3.3% | +7.4% |
| 3M | +8.2% | +5.2% | +3.0% | +4.9% |
| 6M | +20.7% | -3.2% | +23.8% | +17.6% |
| YTD | +31.3% | -48.5% | +79.8% | +78.5% |
| 1Y | +20.5% | -54.7% | +75.2% | +74.9% |
| 3Y | +72.6% | -7.8% | +80.4% | +53.8% |
| 5Y | -64.0% | -52.4% | -11.6% | -53.5% |
| All | +599.5% | +308.0% | +291.5% | +367.1% |
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