+200.2%
GE vs PODD
+781.2%
-581.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.6% | +3.4% |
| 7D | +6.3% | -2.5% | +8.7% | +6.7% |
| 30D | +8.9% | +10.7% | -1.9% | +6.9% |
| 3M | -9.2% | +6.1% | -15.3% | -10.3% |
| 6M | +13.2% | -2.8% | +16.1% | +12.5% |
| YTD | +9.4% | -47.3% | +56.7% | +20.1% |
| 1Y | +9.8% | -53.2% | +62.9% | +22.9% |
| 3Y | +278.2% | -2.0% | +280.2% | +266.7% |
| 5Y | +396.0% | -52.9% | +449.0% | +428.3% |
| 10Y | +162.4% | +321.1% | -158.7% | +77.8% |
| All | +200.2% | +781.2% | -581.0% | +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 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