-23.6%
GIS vs PODD
-61.6%
+38.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.7% |
| 7D | -8.4% | -10.6% | +2.2% | -6.8% |
| 30D | -5.2% | -6.9% | +1.7% | -4.1% |
| 3M | +8.2% | -10.6% | +18.8% | +9.6% |
| 6M | -12.0% | -43.5% | +31.5% | -9.9% |
| YTD | -18.9% | -52.6% | +33.7% | -16.6% |
| 1Y | -23.6% | -60.1% | +36.5% | -21.5% |
| All | -23.6% | -61.6% | +38.0% | -21.5% |
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