-55.5%
FIS vs PODD
+308.1%
-363.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.1% |
| 7D | -27.4% | -4.4% | -23.0% | -27.1% |
| 30D | -16.8% | +9.4% | -26.3% | -18.9% |
| 3M | -32.6% | +3.6% | -36.3% | -33.6% |
| 6M | -33.4% | -4.0% | -29.4% | -33.7% |
| YTD | -56.0% | -47.9% | -8.1% | -50.7% |
| 1Y | -55.1% | -53.8% | -1.3% | -48.6% |
| 3Y | -41.4% | -4.5% | -36.9% | -43.9% |
| 5Y | -72.7% | -51.9% | -20.8% | -70.8% |
| 10Y | -55.5% | +308.9% | -364.4% | -64.8% |
| All | -55.5% | +308.1% | -363.6% | -64.8% |
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 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