+324.2%
CSCO vs PODD
+308.1%
+16.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -4.7% | -4.4% | -0.3% | -4.0% |
| 30D | -17.1% | +9.4% | -26.5% | -18.2% |
| 3M | -19.6% | +3.6% | -23.3% | -20.2% |
| 6M | +2.4% | -4.0% | +6.4% | +1.8% |
| YTD | +29.8% | -47.9% | +77.7% | +42.0% |
| 1Y | +38.7% | -53.8% | +92.5% | +54.7% |
| 3Y | +101.3% | -4.5% | +105.9% | +93.4% |
| 5Y | +94.8% | -51.9% | +146.7% | +105.4% |
| 10Y | +324.2% | +308.9% | +15.3% | +207.4% |
| All | +324.2% | +308.1% | +16.1% | +207.4% |
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