+126.0%
DUK vs PODD
+223.0%
-96.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.1% | +0.2% |
| 7D | -0.7% | -10.5% | +9.9% | +0.1% |
| 30D | -2.4% | -9.0% | +6.6% | -1.9% |
| 3M | -3.0% | -11.5% | +8.6% | -2.4% |
| 6M | -6.6% | -44.7% | +38.2% | -3.3% |
| YTD | +4.6% | -53.6% | +58.1% | +9.3% |
| 1Y | +1.2% | -61.0% | +62.2% | +7.0% |
| 3Y | +45.7% | -24.7% | +70.4% | +45.2% |
| 5Y | +40.3% | -55.5% | +95.8% | +43.7% |
| All | +126.0% | +223.0% | -96.9% | +117.5% |
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