+159.7%
GILD vs PODD
+223.0%
-63.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.3% | -0.5% |
| 7D | -4.8% | -10.5% | +5.7% | -3.7% |
| 30D | +5.8% | -9.0% | +14.8% | +6.8% |
| 3M | +14.9% | -11.5% | +26.5% | +16.1% |
| 6M | -0.4% | -44.7% | +44.4% | +5.2% |
| YTD | +18.5% | -53.6% | +72.1% | +27.2% |
| 1Y | +25.1% | -61.0% | +86.1% | +36.6% |
| 3Y | +105.9% | -24.7% | +130.6% | +106.6% |
| 5Y | +143.0% | -55.5% | +198.5% | +153.1% |
| All | +159.7% | +223.0% | -63.2% | +108.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling