+32.9%
DIS vs PODD
+314.4%
-281.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.2% |
| 7D | +0.6% | -9.1% | +9.7% | +2.1% |
| 30D | +10.3% | +7.3% | +3.0% | +9.0% |
| 3M | +15.6% | +3.7% | +11.9% | +14.7% |
| 6M | +15.1% | -2.7% | +17.8% | +14.4% |
| YTD | +6.0% | -47.2% | +53.2% | +16.2% |
| 1Y | +5.7% | -54.0% | +59.7% | +18.4% |
| 3Y | +39.8% | -3.3% | +43.1% | +34.9% |
| 5Y | -23.9% | -52.3% | +28.4% | -19.4% |
| 10Y | +32.9% | +322.4% | -289.4% | +7.4% |
| All | +32.9% | +314.4% | -281.5% | +7.4% |
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