+201.2%
ABT vs PODD
+229.6%
-28.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | -1.3% |
| 7D | -5.0% | -10.6% | +5.6% | -2.7% |
| 30D | -5.8% | -6.9% | +1.1% | -4.4% |
| 3M | +16.7% | -10.6% | +27.4% | +18.7% |
| 6M | -5.2% | -43.5% | +38.2% | +5.7% |
| YTD | -16.0% | -52.6% | +36.6% | -2.7% |
| 1Y | -18.3% | -60.1% | +41.9% | -2.1% |
| 3Y | +9.2% | -21.7% | +30.9% | +8.6% |
| 5Y | -11.6% | -54.6% | +43.0% | -3.7% |
| All | +201.2% | +229.6% | -28.4% | +108.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling