+105.9%
GILD vs PODD
-24.5%
+130.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.3% | -0.6% |
| 7D | -4.8% | -10.5% | +5.7% | -3.9% |
| 30D | +5.8% | -9.0% | +14.8% | +6.7% |
| 3M | +14.9% | -11.5% | +26.5% | +16.0% |
| 6M | -0.4% | -44.7% | +44.4% | +4.1% |
| YTD | +18.5% | -53.6% | +72.1% | +25.6% |
| 1Y | +25.1% | -61.0% | +86.1% | +34.4% |
| 3Y | +105.9% | -24.7% | +130.6% | +106.7% |
| All | +105.9% | -24.5% | +130.4% | +106.7% |
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