+21.8%
ENTG vs PODD
-54.3%
+76.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.4% | +2.2% |
| 7D | +8.9% | -6.9% | +15.8% | +11.0% |
| 30D | -0.8% | -3.5% | +2.6% | -0.3% |
| 3M | +6.6% | -13.6% | +20.1% | +8.1% |
| 6M | +22.1% | -42.6% | +64.7% | +41.8% |
| YTD | +70.2% | -51.5% | +121.6% | +111.0% |
| 1Y | +76.7% | -60.9% | +137.6% | +137.3% |
| 3Y | +50.5% | -19.8% | +70.3% | +47.5% |
| 5Y | +21.8% | -54.4% | +76.2% | +47.8% |
| All | +21.8% | -54.3% | +76.1% | +47.8% |
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 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