-22.5%
DIS vs PODD
-51.4%
+28.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.3% |
| 7D | +1.9% | +4.1% | -2.2% | +1.2% |
| 30D | +9.2% | +13.9% | -4.7% | +6.8% |
| 3M | +13.5% | +4.1% | +9.4% | +12.5% |
| 6M | +14.3% | +2.4% | +11.8% | +12.5% |
| YTD | +5.4% | -46.4% | +51.7% | +16.3% |
| 1Y | +12.2% | -54.2% | +66.3% | +27.2% |
| 3Y | +37.2% | -6.9% | +44.1% | +32.0% |
| All | -22.5% | -51.4% | +28.9% | -16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling