+448.7%
FIX vs PODD
-10.3%
+459.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -6.2% | +11.6% | +6.1% |
| 7D | -17.5% | -2.1% | -15.3% | -17.4% |
| 30D | -41.6% | +9.0% | -50.6% | -42.4% |
| 3M | -40.6% | +5.2% | -45.8% | -41.3% |
| 6M | -49.4% | -3.2% | -46.2% | -50.2% |
| YTD | +9.2% | -48.5% | +57.6% | +27.6% |
| 1Y | +6.5% | -54.7% | +61.1% | +29.7% |
| 3Y | +448.7% | -7.8% | +456.5% | +418.3% |
| All | +448.7% | -10.3% | +459.0% | +418.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling