-27.5%
DOCN vs PODD
-51.4%
+24.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.1% | -6.3% | -4.9% |
| 7D | +19.1% | +4.1% | +15.0% | +17.5% |
| 30D | -21.0% | +13.9% | -34.9% | -24.7% |
| 3M | -34.7% | +4.1% | -38.9% | -36.2% |
| 6M | -45.8% | +2.4% | -48.2% | -48.4% |
| YTD | +79.4% | -46.4% | +125.7% | +121.8% |
| 1Y | +91.0% | -54.2% | +145.2% | +153.2% |
| 3Y | +237.5% | -6.9% | +244.3% | +175.8% |
| All | -27.5% | -51.4% | +24.0% | +2.1% |
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 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