+30.9%
DOCU vs PODD
-22.7%
+53.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.1% | +5.8% | +4.1% |
| 7D | +6.9% | +1.6% | +5.3% | +6.5% |
| 30D | +19.0% | +10.7% | +8.3% | +16.6% |
| 3M | +34.3% | +0.7% | +33.6% | +33.1% |
| 6M | +48.0% | -39.3% | +87.3% | +61.9% |
| YTD | 0.0% | -48.1% | +48.1% | +13.1% |
| 1Y | -10.3% | -57.4% | +47.2% | +5.5% |
| All | +30.9% | -22.7% | +53.6% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling