+147.8%
GE vs PODD
+229.6%
-81.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +2.0% | 0.0% |
| 7D | -2.8% | -10.6% | +7.8% | -1.2% |
| 30D | -11.9% | -6.9% | -5.0% | -11.1% |
| 3M | +1.8% | -10.6% | +12.5% | +2.7% |
| 6M | -0.6% | -43.5% | +42.9% | +7.2% |
| YTD | +5.5% | -52.6% | +58.1% | +16.8% |
| 1Y | +15.0% | -60.1% | +75.1% | +30.6% |
| 3Y | +269.5% | -21.7% | +291.2% | +272.8% |
| 5Y | +422.4% | -54.6% | +477.0% | +456.4% |
| All | +147.8% | +229.6% | -81.8% | +103.7% |
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