+0.5%
FERG vs PODD
-61.6%
+62.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.8% |
| 7D | -1.0% | -10.6% | +9.5% | -0.1% |
| 30D | -11.8% | -6.9% | -4.9% | -11.3% |
| 3M | -1.2% | -10.6% | +9.4% | -0.8% |
| 6M | -2.3% | -43.5% | +41.2% | +1.7% |
| YTD | +0.8% | -52.6% | +53.4% | +6.2% |
| 1Y | +0.5% | -60.1% | +60.6% | +8.1% |
| All | +0.5% | -61.6% | +62.1% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling