-80.9%
FIG vs PODD
-53.4%
-27.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.7% |
| 7D | -14.5% | -6.9% | -7.6% | -13.4% |
| 30D | -13.3% | -3.5% | -9.9% | -12.8% |
| 3M | +7.4% | -13.6% | +21.0% | +9.5% |
| 6M | -27.8% | -42.6% | +14.8% | -22.6% |
| YTD | -41.1% | -51.5% | +10.4% | -37.1% |
| 1Y | -58.7% | -60.9% | +2.2% | -59.0% |
| All | -80.9% | -53.4% | -27.6% | -76.1% |
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 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