-51.1%
DOCS vs PODD
-46.6%
-4.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.4% | +1.1% | -2.0% |
| 7D | -1.3% | +2.4% | -3.7% | -2.2% |
| 30D | +19.4% | +15.9% | +3.5% | +12.3% |
| 3M | +53.4% | +17.2% | +36.2% | +43.4% |
| 6M | +28.8% | -6.8% | +35.6% | +29.6% |
| YTD | -25.1% | -45.1% | +20.0% | -5.7% |
| 1Y | -48.1% | -50.3% | +2.2% | -31.9% |
| 3Y | +51.4% | -4.0% | +55.3% | +39.7% |
| 5Y | -51.1% | -49.3% | -1.8% | -21.6% |
| All | -51.1% | -46.6% | -4.5% | -21.6% |
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