-50.3%
DOCS vs PODD
-48.3%
-1.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | -1.9% |
| 7D | -1.4% | +1.6% | -3.0% | -2.1% |
| 30D | +21.8% | +10.7% | +11.2% | +16.9% |
| 3M | +27.3% | +0.7% | +26.6% | +24.6% |
| 6M | -0.3% | -39.3% | +38.9% | +19.5% |
| YTD | -40.5% | -48.1% | +7.6% | -23.8% |
| 1Y | -61.5% | -57.4% | -4.1% | -46.5% |
| 3Y | +8.2% | -23.3% | +31.4% | +11.0% |
| 5Y | -73.4% | -51.3% | -22.2% | -67.3% |
| All | -50.3% | -48.3% | -1.9% | -33.7% |
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