+40.2%
DUK vs PODD
-55.6%
+95.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.5% | -0.7% |
| 7D | -1.7% | -10.6% | +8.9% | -1.0% |
| 30D | -2.2% | -6.9% | +4.7% | -1.8% |
| 3M | -3.7% | -10.6% | +6.9% | -3.2% |
| 6M | -6.3% | -43.5% | +37.1% | -3.6% |
| YTD | +4.5% | -52.6% | +57.1% | +8.7% |
| 1Y | +1.8% | -60.1% | +61.9% | +6.9% |
| 3Y | +46.8% | -21.7% | +68.5% | +45.4% |
| 5Y | +40.2% | -54.6% | +94.8% | +40.6% |
| All | +40.2% | -55.6% | +95.8% | +40.6% |
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