+282.7%
FLEX vs PODD
-4.1%
+286.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.2% | -4.0% |
| 7D | +7.5% | +4.1% | +3.4% | +7.5% |
| 30D | -25.3% | +13.9% | -39.1% | -25.1% |
| 3M | -39.7% | +4.1% | -43.8% | -39.5% |
| 6M | -47.9% | +2.4% | -50.3% | -47.9% |
| YTD | +24.1% | -46.4% | +70.5% | +40.5% |
| 1Y | +26.0% | -54.2% | +80.1% | +48.5% |
| 3Y | +282.7% | -6.9% | +289.5% | +261.1% |
| All | +282.7% | -4.1% | +286.8% | +261.1% |
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