+743.6%
FN vs PODD
+308.0%
+435.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -6.2% | +17.8% | +12.7% |
| 7D | 0.0% | -2.1% | +2.1% | +0.2% |
| 30D | -34.3% | +9.0% | -43.4% | -35.5% |
| 3M | -39.9% | +5.2% | -45.0% | -41.0% |
| 6M | -51.8% | -3.2% | -48.7% | -53.0% |
| YTD | -28.1% | -48.5% | +20.3% | -19.3% |
| 1Y | -29.1% | -54.7% | +25.6% | -17.9% |
| 3Y | +102.4% | -7.8% | +110.3% | +93.5% |
| 5Y | +171.7% | -52.4% | +224.1% | +191.7% |
| All | +743.6% | +308.0% | +435.6% | +440.3% |
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