+794.3%
FLEX vs PODD
+770.9%
+23.4%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.3% |
| 7D | -13.6% | -4.4% | -9.2% | -12.7% |
| 30D | -36.5% | +9.4% | -45.9% | -38.4% |
| 3M | -36.4% | +3.6% | -40.1% | -37.7% |
| 6M | -46.5% | -4.0% | -42.5% | -47.7% |
| YTD | +25.9% | -47.9% | +73.8% | +45.0% |
| 1Y | +19.6% | -53.8% | +73.3% | +42.7% |
| 3Y | +287.0% | -4.5% | +291.6% | +255.3% |
| 5Y | +466.6% | -51.9% | +518.5% | +509.9% |
| 10Y | +626.9% | +308.9% | +318.0% | +254.2% |
| All | +794.3% | +770.9% | +23.4% | +76.4% |
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