-55.0%
DOCS vs PODD
-53.5%
-1.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.9% |
| 7D | -0.6% | -4.4% | +3.8% | +1.3% |
| 30D | +6.3% | +9.4% | -3.2% | +2.3% |
| 3M | +26.5% | +3.6% | +22.8% | +24.4% |
| 6M | +24.8% | -4.0% | +28.7% | +24.4% |
| YTD | -26.8% | -47.9% | +21.1% | -6.1% |
| 1Y | -38.3% | -53.8% | +15.5% | -16.7% |
| 3Y | +36.0% | -4.5% | +40.6% | +25.4% |
| 5Y | -55.0% | -51.9% | -3.1% | -29.1% |
| All | -55.0% | -53.5% | -1.5% | -29.1% |
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