+5,831.7%
FIX vs PODD
+239.0%
+5,592.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.3% |
| 7D | +6.0% | +1.6% | +4.4% | +5.7% |
| 30D | -7.2% | +10.7% | -17.9% | -9.1% |
| 3M | -15.9% | +0.7% | -16.6% | -17.2% |
| 6M | +12.7% | -39.3% | +52.0% | +22.0% |
| YTD | +72.8% | -48.1% | +120.9% | +92.6% |
| 1Y | +122.9% | -57.4% | +180.3% | +158.4% |
| 3Y | +774.3% | -23.3% | +797.6% | +787.9% |
| 5Y | +2,049.5% | -51.3% | +2,100.7% | +2,210.5% |
| All | +5,831.7% | +239.0% | +5,592.8% | +4,428.0% |
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