+47.7%
XYZ vs PODD
-22.0%
+69.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.3% | -0.2% |
| 7D | -1.0% | +1.6% | -2.6% | -1.4% |
| 30D | -1.7% | +10.7% | -12.4% | -4.7% |
| 3M | +16.7% | +0.7% | +16.0% | +14.5% |
| 6M | +26.9% | -39.3% | +66.1% | +46.7% |
| YTD | +27.1% | -48.1% | +75.3% | +55.3% |
| 1Y | +9.3% | -57.4% | +66.7% | +42.4% |
| All | +47.7% | -22.0% | +69.6% | +39.2% |
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 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