-40.9%
FIS vs PODD
+218.3%
-259.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.4% | -2.8% |
| 7D | -9.1% | -6.9% | -2.2% | -7.7% |
| 30D | -10.4% | -3.5% | -7.0% | -9.8% |
| 3M | -3.7% | -13.6% | +9.9% | -1.2% |
| 6M | -24.8% | -42.6% | +17.9% | -16.7% |
| YTD | -41.6% | -51.5% | +9.9% | -33.2% |
| 1Y | -42.7% | -60.9% | +18.2% | -31.9% |
| 3Y | -26.2% | -19.8% | -6.5% | -26.6% |
| 5Y | -66.1% | -54.4% | -11.8% | -63.3% |
| 10Y | -40.9% | +236.1% | -276.9% | -52.1% |
| All | -40.9% | +218.3% | -259.2% | -52.1% |
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 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