+366.2%
DUK vs PODD
+736.9%
-370.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.4% | +1.1% |
| 7D | +0.7% | -4.1% | +4.8% | +1.0% |
| 30D | -2.0% | +0.8% | -2.8% | -2.1% |
| 3M | +0.2% | -6.1% | +6.3% | +0.4% |
| 6M | -6.9% | -40.0% | +33.1% | -4.0% |
| YTD | +6.1% | -49.9% | +56.1% | +10.8% |
| 1Y | +4.4% | -59.3% | +63.7% | +10.5% |
| 3Y | +49.1% | -17.2% | +66.4% | +48.1% |
| 5Y | +39.6% | -53.0% | +92.6% | +42.6% |
| 10Y | +125.1% | +226.1% | -101.0% | +95.4% |
| All | +366.2% | +736.9% | -370.7% | +232.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling