+14.5%
FIX vs PODD
-53.3%
+67.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.3% | +7.2% | +9.8% |
| 7D | -7.2% | -2.5% | -4.8% | -7.3% |
| 30D | -35.1% | +10.7% | -45.9% | -33.9% |
| 3M | -34.3% | +6.1% | -40.4% | -33.2% |
| 6M | -42.9% | -2.8% | -40.1% | -41.8% |
| YTD | +19.5% | -47.3% | +66.7% | +39.6% |
| All | +14.5% | -53.3% | +67.8% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling