+9.7%
GE vs PODD
-54.5%
+64.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.1% |
| 7D | +2.7% | +4.1% | -1.4% | +2.3% |
| 30D | +8.1% | +13.9% | -5.8% | +7.1% |
| 3M | -7.9% | +4.1% | -12.0% | -8.1% |
| 6M | +12.9% | +2.4% | +10.5% | +11.6% |
| YTD | +8.2% | -46.4% | +54.5% | +22.5% |
| 1Y | +9.7% | -54.2% | +63.8% | +30.2% |
| All | +9.7% | -54.5% | +64.1% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling