+95.5%
DOCU vs PODD
+70.7%
+24.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.4% |
| 7D | -3.4% | -4.4% | +1.0% | -1.8% |
| 30D | +9.3% | +9.4% | -0.2% | +4.7% |
| 3M | +30.2% | +3.6% | +26.6% | +27.5% |
| 6M | +62.1% | -4.0% | +66.1% | +60.5% |
| YTD | +13.5% | -47.9% | +61.4% | +44.6% |
| 1Y | +11.5% | -53.8% | +65.3% | +49.1% |
| 3Y | +89.5% | -4.5% | +94.0% | +67.4% |
| 5Y | -69.6% | -51.9% | -17.7% | -63.1% |
| All | +95.5% | +70.7% | +24.8% | +29.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling