+302.7%
FISV vs PODD
+767.5%
-464.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.9% |
| 7D | -0.3% | +1.6% | -2.0% | -0.6% |
| 30D | -2.1% | +10.7% | -12.7% | -3.9% |
| 3M | -5.7% | +0.7% | -6.5% | -6.3% |
| 6M | -15.3% | -39.3% | +23.9% | -8.3% |
| YTD | -21.1% | -48.1% | +27.0% | -12.2% |
| 1Y | -61.1% | -57.4% | -3.6% | -55.1% |
| 3Y | -56.8% | -23.3% | -33.6% | -56.4% |
| 5Y | -54.2% | -51.3% | -2.9% | -51.1% |
| 10Y | +1.6% | +242.0% | -240.4% | -25.6% |
| All | +302.7% | +767.5% | -464.8% | +113.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling