-22.5%
GIS vs PODD
-54.5%
+32.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.2% | +2.0% |
| 7D | -3.4% | +4.1% | -7.4% | -4.1% |
| 30D | +6.9% | +13.9% | -7.0% | +4.4% |
| 3M | -10.1% | +4.1% | -14.2% | -11.0% |
| 6M | +5.9% | +2.4% | +3.4% | +4.6% |
| YTD | -21.1% | -46.4% | +25.3% | -21.4% |
| 1Y | -22.5% | -54.2% | +31.7% | -22.6% |
| All | -22.5% | -54.5% | +32.0% | -22.6% |
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