+2,867.9%
GOOG vs PODD
+736.9%
+2,131.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +0.7% |
| 7D | +1.1% | -4.1% | +5.2% | +1.8% |
| 30D | -5.1% | +0.8% | -5.8% | -5.3% |
| 3M | -7.1% | -6.1% | -1.0% | -6.7% |
| 6M | +12.7% | -40.0% | +52.6% | +22.2% |
| YTD | +7.1% | -49.9% | +57.0% | +19.8% |
| 1Y | +43.6% | -59.3% | +102.9% | +66.5% |
| 3Y | +146.8% | -17.2% | +164.0% | +144.2% |
| 5Y | +133.7% | -53.0% | +186.7% | +150.7% |
| 10Y | +773.3% | +226.1% | +547.2% | +542.1% |
| All | +2,867.9% | +736.9% | +2,131.0% | +1,509.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling