+7.7%
DIS vs PODD
-53.8%
+61.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | +0.2% |
| 7D | +4.4% | -4.4% | +8.8% | +4.8% |
| 30D | +10.3% | +9.4% | +0.9% | +9.8% |
| 3M | +15.5% | +3.6% | +11.9% | +15.2% |
| 6M | +11.2% | -4.0% | +15.2% | +10.6% |
| YTD | +5.6% | -47.9% | +53.5% | +14.5% |
| 1Y | +7.7% | -53.8% | +61.5% | +17.8% |
| All | +7.7% | -53.8% | +61.6% | +17.8% |
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