-51.1%
FIS vs PODD
-48.3%
-2.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +6.6% | -30.2% | -24.8% |
| 7D | -18.4% | +10.8% | -29.2% | -20.5% |
| 30D | -11.4% | +21.7% | -33.1% | -15.8% |
| 3M | -32.0% | -1.1% | -30.9% | -32.3% |
| 6M | -35.6% | -3.7% | -31.9% | -36.3% |
| YTD | -53.8% | -41.9% | -11.8% | -51.2% |
| 1Y | -51.1% | -48.5% | -2.6% | -48.3% |
| All | -51.1% | -48.3% | -2.7% | -48.3% |
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 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