-17.3%
GIS vs PODD
+324.4%
-341.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.2% | +2.3% |
| 7D | -3.4% | +4.1% | -7.4% | -3.6% |
| 30D | +6.9% | +13.9% | -7.0% | +6.2% |
| 3M | -10.1% | +4.1% | -14.2% | -10.3% |
| 6M | +5.9% | +2.4% | +3.4% | +5.6% |
| YTD | -21.1% | -46.4% | +25.3% | -19.7% |
| 1Y | -22.5% | -54.2% | +31.7% | -20.8% |
| 3Y | -39.0% | -6.9% | -32.1% | -39.4% |
| 5Y | -33.3% | -51.6% | +18.2% | -32.7% |
| All | -17.3% | +324.4% | -341.6% | -23.2% |
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