+200.7%
ABBV vs PODD
-52.9%
+253.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +2.2% | -4.4% | +6.5% | +2.4% |
| 30D | +8.0% | +8.1% | -0.1% | +7.5% |
| 3M | +19.1% | +2.9% | +16.2% | +18.8% |
| 6M | +43.5% | -5.7% | +49.3% | +43.6% |
| YTD | +32.7% | -47.5% | +80.2% | +36.7% |
| 1Y | +30.0% | -55.7% | +85.7% | +35.0% |
| 3Y | +134.7% | -3.7% | +138.5% | +133.0% |
| 5Y | +200.7% | -52.6% | +253.2% | +192.7% |
| All | +200.7% | -52.9% | +253.5% | +192.7% |
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