+85.2%
ABBV vs PODD
-20.7%
+105.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.5% | -2.8% |
| 7D | -4.3% | -4.1% | -0.2% | -4.1% |
| 30D | +1.1% | +0.8% | +0.3% | +1.1% |
| 3M | +12.3% | -6.1% | +18.4% | +12.5% |
| 6M | +9.8% | -40.0% | +49.8% | +12.1% |
| YTD | +11.5% | -49.9% | +61.4% | +14.8% |
| 1Y | +22.3% | -59.3% | +81.6% | +27.0% |
| 3Y | +85.2% | -17.2% | +102.4% | +90.3% |
| All | +85.2% | -20.7% | +105.9% | +90.3% |
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