-54.3%
FIS vs PODD
+315.5%
-369.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -6.0% |
| 7D | -3.5% | -4.4% | +0.9% | -2.6% |
| 30D | -19.4% | +8.1% | -27.5% | -21.2% |
| 3M | -31.6% | +2.9% | -34.5% | -32.4% |
| 6M | -32.5% | -5.7% | -26.8% | -32.5% |
| YTD | -56.0% | -47.5% | -8.5% | -50.7% |
| 1Y | -55.5% | -55.7% | +0.1% | -48.6% |
| 3Y | -41.3% | -3.7% | -37.6% | -43.8% |
| 5Y | -72.3% | -52.6% | -19.7% | -70.3% |
| All | -54.3% | +315.5% | -369.8% | -63.6% |
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