+256.8%
FLEX vs PODD
-10.3%
+267.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -6.2% | +10.7% | +4.5% |
| 7D | -19.3% | -2.1% | -17.2% | -19.3% |
| 30D | -41.5% | +9.0% | -50.6% | -41.4% |
| 3M | -43.1% | +5.2% | -48.3% | -43.0% |
| 6M | -48.2% | -3.2% | -45.1% | -48.3% |
| YTD | +15.5% | -48.5% | +63.9% | +30.3% |
| 1Y | +10.2% | -54.7% | +64.9% | +28.6% |
| 3Y | +256.8% | -7.8% | +264.6% | +252.1% |
| All | +256.8% | -10.3% | +267.1% | +252.1% |
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 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