-62.2%
FIS vs PODD
-51.3%
-10.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.5% |
| 7D | +1.1% | +1.6% | -0.5% | +0.7% |
| 30D | -2.2% | +10.7% | -12.9% | -4.3% |
| 3M | +2.1% | +0.7% | +1.4% | +1.5% |
| 6M | -14.7% | -39.3% | +24.6% | -6.9% |
| YTD | -35.7% | -48.1% | +12.4% | -27.7% |
| 1Y | -37.1% | -57.4% | +20.4% | -26.7% |
| 3Y | -20.0% | -23.3% | +3.3% | -19.7% |
| All | -62.2% | -51.3% | -10.9% | -61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling