+3,653.2%
FIX vs PODD
+308.0%
+3,345.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -6.2% | +11.6% | +6.5% |
| 7D | -17.5% | -2.1% | -15.3% | -17.4% |
| 30D | -41.6% | +9.0% | -50.6% | -42.7% |
| 3M | -40.6% | +5.2% | -45.8% | -41.6% |
| 6M | -49.4% | -3.2% | -46.2% | -50.3% |
| YTD | +9.2% | -48.5% | +57.6% | +21.5% |
| 1Y | +6.5% | -54.7% | +61.1% | +21.8% |
| 3Y | +448.7% | -7.8% | +456.5% | +437.7% |
| 5Y | +948.7% | -52.4% | +1,001.2% | +1,028.1% |
| All | +3,653.2% | +308.0% | +3,345.2% | +2,415.2% |
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