-42.7%
FIS vs PODD
-60.5%
+17.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.4% | -2.6% |
| 7D | -9.1% | -6.9% | -2.2% | -7.4% |
| 30D | -10.4% | -3.5% | -7.0% | -9.6% |
| 3M | -3.7% | -13.6% | +9.9% | -0.8% |
| 6M | -24.8% | -42.6% | +17.9% | -17.6% |
| YTD | -41.6% | -51.5% | +9.9% | -34.5% |
| 1Y | -42.7% | -60.9% | +18.2% | -35.3% |
| All | -42.7% | -60.5% | +17.8% | -35.3% |
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