+724.2%
FCX vs PODD
+218.3%
+505.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.2% |
| 7D | +3.1% | -6.9% | +10.0% | +4.8% |
| 30D | +8.1% | -3.5% | +11.6% | +8.7% |
| 3M | +18.9% | -13.6% | +32.5% | +21.0% |
| 6M | +26.6% | -42.6% | +69.2% | +42.7% |
| YTD | +51.2% | -51.5% | +102.6% | +78.1% |
| 1Y | +75.6% | -60.9% | +136.5% | +118.8% |
| 3Y | +101.7% | -19.8% | +121.5% | +97.8% |
| 5Y | +134.6% | -54.4% | +189.0% | +162.2% |
| 10Y | +724.2% | +236.1% | +488.1% | +446.3% |
| All | +724.2% | +218.3% | +505.8% | +446.3% |
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