+377.3%
CSCO vs PODD
+218.3%
+159.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.7% |
| 7D | 0.0% | -6.9% | +6.9% | +1.0% |
| 30D | -10.7% | -3.5% | -7.3% | -10.4% |
| 3M | -8.7% | -13.6% | +4.8% | -7.5% |
| 6M | +44.9% | -42.6% | +87.5% | +55.8% |
| YTD | +44.1% | -51.5% | +95.6% | +59.2% |
| 1Y | +65.9% | -60.9% | +126.8% | +89.4% |
| 3Y | +109.0% | -19.8% | +128.8% | +106.2% |
| 5Y | +114.8% | -54.4% | +169.1% | +127.7% |
| 10Y | +377.3% | +236.1% | +141.3% | +268.7% |
| All | +377.3% | +218.3% | +159.0% | +268.7% |
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