+663.2%
FLEX vs PODD
-51.3%
+714.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.8% |
| 7D | -0.9% | +1.6% | -2.5% | -1.1% |
| 30D | -10.1% | +10.7% | -20.8% | -11.5% |
| 3M | -31.3% | +0.7% | -32.1% | -32.2% |
| 6M | +71.3% | -39.3% | +110.6% | +86.1% |
| YTD | +81.2% | -48.1% | +129.4% | +104.1% |
| 1Y | +98.5% | -57.4% | +155.9% | +134.1% |
| 3Y | +428.2% | -23.3% | +451.5% | +431.3% |
| All | +663.2% | -51.3% | +714.6% | +728.7% |
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