+2,660.6%
AVGO vs PODD
+324.4%
+2,336.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.1% | -6.9% | -5.3% |
| 7D | +18.2% | +4.1% | +14.1% | +17.0% |
| 30D | +0.2% | +13.9% | -13.6% | -3.1% |
| 3M | -16.8% | +4.1% | -20.9% | -18.0% |
| 6M | -16.5% | +2.4% | -18.9% | -19.0% |
| YTD | +0.8% | -46.4% | +47.2% | +15.8% |
| 1Y | +2.8% | -54.2% | +57.0% | +23.1% |
| 3Y | +278.5% | -6.9% | +285.4% | +262.0% |
| 5Y | +573.1% | -51.6% | +624.6% | +640.0% |
| All | +2,660.6% | +324.4% | +2,336.2% | +1,486.3% |
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 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