+181.0%
ABBV vs PODD
-54.3%
+235.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +3.9% | +1.0% |
| 7D | -4.1% | -6.9% | +2.8% | -3.8% |
| 30D | +1.2% | -3.5% | +4.6% | +1.4% |
| 3M | +12.1% | -13.6% | +25.7% | +12.8% |
| 6M | +12.0% | -42.6% | +54.6% | +15.0% |
| YTD | +12.4% | -51.5% | +63.9% | +16.4% |
| 1Y | +22.9% | -60.9% | +83.9% | +28.7% |
| 3Y | +86.8% | -19.8% | +106.5% | +87.2% |
| 5Y | +181.0% | -54.4% | +235.4% | +184.7% |
| All | +181.0% | -54.3% | +235.3% | +184.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling