+201.2%
GE vs PODD
+767.5%
-566.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.4% |
| 7D | -1.6% | +1.6% | -3.2% | -1.9% |
| 30D | -11.6% | +10.7% | -22.2% | -13.2% |
| 3M | +3.0% | +0.7% | +2.3% | +2.0% |
| 6M | -0.5% | -39.3% | +38.8% | +6.9% |
| YTD | +9.7% | -48.1% | +57.9% | +21.0% |
| 1Y | +20.0% | -57.4% | +77.5% | +36.7% |
| 3Y | +275.8% | -23.3% | +299.1% | +278.1% |
| 5Y | +429.1% | -51.3% | +480.3% | +460.4% |
| 10Y | +151.2% | +242.0% | -90.8% | +76.0% |
| All | +201.2% | +767.5% | -566.4% | +31.1% |
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