+720.4%
AVGO vs PODD
-52.8%
+773.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.5% | +6.5% | +3.7% |
| 7D | -0.3% | -4.1% | +3.8% | +0.5% |
| 30D | -13.8% | +0.8% | -14.6% | -14.1% |
| 3M | -6.9% | -6.1% | -0.8% | -7.1% |
| 6M | +11.9% | -40.0% | +51.9% | +24.1% |
| YTD | +6.9% | -49.9% | +56.8% | +24.0% |
| 1Y | +7.4% | -59.3% | +66.7% | +31.0% |
| 3Y | +345.6% | -17.2% | +362.8% | +341.8% |
| All | +720.4% | -52.8% | +773.2% | +813.1% |
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