-5.6%
COST vs PODD
-60.9%
+55.3%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.3% |
| 7D | -1.2% | -10.5% | +9.3% | -0.9% |
| 30D | -4.7% | -9.0% | +4.3% | -4.5% |
| 3M | -7.1% | -11.5% | +4.4% | -6.6% |
| 6M | -8.5% | -44.7% | +36.2% | -10.6% |
| YTD | +5.4% | -53.6% | +59.0% | +2.2% |
| 1Y | -5.6% | -61.0% | +55.3% | -8.6% |
| All | -5.6% | -60.9% | +55.3% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling