+1,092.2%
FIX vs PODD
-51.3%
+1,143.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.3% | +3.7% | +4.8% |
| 7D | +6.4% | -9.1% | +15.5% | +8.2% |
| 30D | -29.1% | +7.3% | -36.4% | -30.2% |
| 3M | -31.1% | +3.7% | -34.8% | -32.0% |
| 6M | -42.8% | -2.7% | -40.1% | -43.8% |
| YTD | +24.6% | -47.2% | +71.9% | +41.5% |
| 1Y | +21.9% | -54.0% | +76.0% | +43.5% |
| 3Y | +524.9% | -3.3% | +528.2% | +507.4% |
| 5Y | +1,092.2% | -52.3% | +1,144.5% | +1,245.1% |
| All | +1,092.2% | -51.3% | +1,143.5% | +1,245.1% |
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