+2,856.4%
AVGO vs PODD
+218.3%
+2,638.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -0.4% |
| 7D | -0.8% | -6.9% | +6.1% | +0.9% |
| 30D | -13.7% | -3.5% | -10.3% | -13.2% |
| 3M | -6.9% | -13.6% | +6.7% | -5.1% |
| 6M | +5.8% | -42.6% | +48.4% | +19.0% |
| YTD | +5.7% | -51.5% | +57.1% | +24.1% |
| 1Y | +9.0% | -60.9% | +69.9% | +35.0% |
| 3Y | +340.5% | -19.8% | +360.3% | +336.1% |
| 5Y | +711.1% | -54.4% | +765.4% | +801.3% |
| 10Y | +2,856.4% | +236.1% | +2,620.3% | +1,991.0% |
| All | +2,856.4% | +218.3% | +2,638.1% | +1,991.0% |
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