+5.6%
XYZ vs PODD
-59.3%
+64.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.5% | +0.3% | -2.6% |
| 7D | +2.9% | -4.1% | +7.0% | +3.6% |
| 30D | +1.4% | +0.8% | +0.6% | +1.3% |
| 3M | +14.6% | -6.1% | +20.7% | +14.7% |
| 6M | +20.8% | -40.0% | +60.7% | +39.3% |
| YTD | +23.1% | -49.9% | +73.0% | +50.2% |
| 1Y | +5.6% | -59.3% | +64.9% | +37.0% |
| All | +5.6% | -59.3% | +64.9% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling