+81.6%
GM vs PODD
-55.6%
+137.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.3% | +5.2% | +3.2% |
| 7D | -1.1% | -10.6% | +9.5% | +0.9% |
| 30D | -3.4% | -6.9% | +3.5% | -2.3% |
| 3M | +8.7% | -10.6% | +19.3% | +9.7% |
| 6M | +15.4% | -43.5% | +58.9% | +26.9% |
| YTD | +6.6% | -52.6% | +59.2% | +21.2% |
| 1Y | +51.5% | -60.1% | +111.6% | +77.8% |
| 3Y | +169.3% | -21.7% | +191.0% | +163.5% |
| 5Y | +81.6% | -54.6% | +136.1% | +97.8% |
| All | +81.6% | -55.6% | +137.1% | +97.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling