+48.3%
FITB vs PODD
-51.3%
+99.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.1% |
| 7D | -0.6% | -9.1% | +8.5% | +1.1% |
| 30D | +7.0% | +7.3% | -0.3% | +5.6% |
| 3M | -4.8% | +3.7% | -8.5% | -5.6% |
| 6M | +13.5% | -2.7% | +16.2% | +12.8% |
| YTD | +19.1% | -47.2% | +66.3% | +32.6% |
| 1Y | +30.8% | -54.0% | +84.8% | +49.3% |
| 3Y | +141.6% | -3.3% | +144.9% | +131.2% |
| 5Y | +48.3% | -52.3% | +100.6% | +63.6% |
| All | +48.3% | -51.3% | +99.6% | +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 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