+304.7%
DIS vs PODD
+761.8%
-457.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.2% | +5.8% | +0.7% |
| 7D | +5.2% | -2.1% | +7.4% | +5.6% |
| 30D | +11.5% | +9.0% | +2.4% | +9.7% |
| 3M | +11.5% | +5.2% | +6.4% | +10.3% |
| 6M | +8.9% | -3.2% | +12.0% | +8.2% |
| YTD | +3.4% | -48.5% | +51.9% | +14.2% |
| 1Y | +7.2% | -54.7% | +61.9% | +20.8% |
| 3Y | +43.3% | -7.8% | +51.1% | +39.3% |
| 5Y | -31.4% | -52.4% | +21.0% | -27.3% |
| 10Y | +37.1% | +315.9% | -278.8% | -6.2% |
| All | +304.7% | +761.8% | -457.2% | +78.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling