+3.4%
GEHC vs PODD
-20.7%
+24.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.5% | -2.2% |
| 7D | -5.2% | -4.1% | -1.1% | -4.2% |
| 30D | -7.0% | +0.8% | -7.7% | -7.2% |
| 3M | +3.3% | -6.1% | +9.4% | +3.9% |
| 6M | -10.0% | -40.0% | +30.0% | -0.5% |
| YTD | -18.5% | -49.9% | +31.5% | -6.6% |
| 1Y | -14.4% | -59.3% | +44.9% | +1.9% |
| 3Y | +3.4% | -17.2% | +20.7% | +4.0% |
| All | +3.4% | -20.7% | +24.1% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling