+66.4%
DOCN vs PODD
-43.3%
+109.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -5.4% | -10.5% | -14.0% |
| 7D | -29.3% | +2.4% | -31.7% | -29.8% |
| 30D | -46.0% | +15.9% | -61.9% | -48.7% |
| 3M | -43.2% | +17.2% | -60.3% | -46.7% |
| 6M | -53.7% | -6.8% | -46.9% | -54.5% |
| YTD | +46.9% | -45.1% | +92.0% | +79.5% |
| 1Y | +54.3% | -50.3% | +104.7% | +96.2% |
| 3Y | +185.5% | -4.0% | +189.5% | +134.5% |
| 5Y | -31.1% | -49.3% | +18.2% | -23.9% |
| All | +66.4% | -43.3% | +109.6% | +60.3% |
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