-18.0%
GIS vs PODD
-57.0%
+39.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.2% |
| 7D | -7.8% | +1.6% | -9.5% | -8.1% |
| 30D | +6.6% | +10.7% | -4.1% | +5.0% |
| 3M | +21.0% | +0.7% | +20.2% | +20.6% |
| 6M | -9.1% | -39.3% | +30.2% | -7.9% |
| YTD | -13.6% | -48.1% | +34.5% | -12.1% |
| 1Y | -18.0% | -57.4% | +39.4% | -15.9% |
| All | -18.0% | -57.0% | +39.0% | -15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling