+9.3%
GEHC vs PODD
-55.0%
+64.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.7% |
| 7D | -7.6% | -6.9% | -0.7% | -6.2% |
| 30D | -10.7% | -3.5% | -7.2% | -10.0% |
| 3M | -1.2% | -13.6% | +12.4% | +1.2% |
| 6M | -13.7% | -42.6% | +28.9% | -4.1% |
| YTD | -20.4% | -51.5% | +31.0% | -8.8% |
| 1Y | -17.0% | -60.9% | +43.9% | -1.2% |
| 3Y | +0.9% | -19.8% | +20.7% | +2.3% |
| All | +9.3% | -55.0% | +64.2% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling