+693.0%
FN vs PODD
+324.4%
+368.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.1% | -9.4% | -7.7% |
| 7D | +0.3% | +4.1% | -3.8% | -0.4% |
| 30D | -16.5% | +13.9% | -30.4% | -18.7% |
| 3M | -42.1% | +4.1% | -46.2% | -43.0% |
| 6M | -52.9% | +2.4% | -55.3% | -54.4% |
| YTD | -28.0% | -46.4% | +18.4% | -19.6% |
| 1Y | -18.5% | -54.2% | +35.7% | -5.6% |
| 3Y | +93.9% | -6.9% | +100.7% | +85.3% |
| 5Y | +170.5% | -51.6% | +222.1% | +190.1% |
| All | +693.0% | +324.4% | +368.6% | +367.7% |
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 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