+1,060.6%
FLEX vs PODD
+223.9%
+836.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.5% | +7.9% | +5.1% |
| 7D | +7.0% | -4.1% | +11.1% | +7.8% |
| 30D | -5.8% | +0.8% | -6.6% | -6.2% |
| 3M | -24.2% | -6.1% | -18.1% | -24.5% |
| 6M | +90.8% | -40.0% | +130.8% | +108.5% |
| YTD | +89.2% | -49.9% | +139.1% | +116.3% |
| 1Y | +104.7% | -59.3% | +164.0% | +146.4% |
| 3Y | +478.1% | -17.2% | +495.3% | +459.5% |
| 5Y | +726.2% | -53.0% | +779.2% | +796.9% |
| 10Y | +1,060.6% | +226.1% | +834.5% | +768.1% |
| All | +1,060.6% | +223.9% | +836.7% | +768.1% |
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 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