+8,617.2%
FIX vs PODD
+818.4%
+7,798.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -5.4% | -6.2% | -10.5% |
| 7D | -27.2% | +2.4% | -29.6% | -27.7% |
| 30D | -46.9% | +15.9% | -62.8% | -48.7% |
| 3M | -44.4% | +17.2% | -61.6% | -46.7% |
| 6M | -50.9% | -6.8% | -44.1% | -51.5% |
| YTD | +3.5% | -45.1% | +48.6% | +14.3% |
| 1Y | -2.1% | -50.3% | +48.2% | +10.4% |
| 3Y | +418.7% | -4.0% | +422.7% | +398.0% |
| 5Y | +894.6% | -49.3% | +943.9% | +956.3% |
| 10Y | +3,465.5% | +343.1% | +3,122.4% | +2,053.9% |
| All | +8,617.2% | +818.4% | +7,798.9% | +3,333.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling