-71.7%
DOCU vs PODD
-52.5%
-19.2%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.2% | +4.5% | +0.8% |
| 7D | -5.5% | -2.1% | -3.4% | -5.0% |
| 30D | +12.6% | +9.0% | +3.6% | +8.3% |
| 3M | +36.4% | +5.2% | +31.2% | +32.9% |
| 6M | +66.8% | -3.2% | +69.9% | +64.5% |
| YTD | +13.5% | -48.5% | +61.9% | +45.0% |
| 1Y | +11.3% | -54.7% | +66.0% | +50.1% |
| 3Y | +92.1% | -7.8% | +99.9% | +67.1% |
| All | -71.7% | -52.5% | -19.2% | -43.9% |
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