+164.6%
DOCN vs PODD
-46.4%
+211.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.1% | +4.9% | +3.5% |
| 7D | +1.1% | +1.6% | -0.5% | +0.5% |
| 30D | -9.6% | +10.7% | -20.3% | -13.2% |
| 3M | -37.7% | +0.7% | -38.4% | -40.1% |
| 6M | +115.2% | -39.3% | +154.5% | +151.6% |
| YTD | +133.7% | -48.1% | +181.8% | +192.1% |
| 1Y | +250.2% | -57.4% | +307.6% | +375.8% |
| 3Y | +320.3% | -23.3% | +343.6% | +285.2% |
| 5Y | +53.1% | -51.3% | +104.4% | +71.6% |
| All | +164.6% | -46.4% | +211.1% | +160.8% |
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 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