+58.1%
XYZ vs PODD
-6.1%
+64.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | -2.1% | -4.4% | +2.3% | -0.9% |
| 30D | +7.0% | +8.1% | -1.1% | +4.9% |
| 3M | +5.1% | +2.9% | +2.2% | +4.3% |
| 6M | +14.1% | -5.7% | +19.8% | +14.2% |
| YTD | +26.4% | -47.5% | +73.9% | +53.5% |
| 1Y | +25.1% | -55.7% | +80.8% | +60.5% |
| All | +58.1% | -6.1% | +64.2% | +64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling