+102.9%
GSK vs PODD
+314.4%
-211.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.6% | -1.3% |
| 7D | -1.1% | -9.1% | +8.0% | -0.3% |
| 30D | +7.8% | +7.3% | +0.5% | +7.2% |
| 3M | +0.3% | +3.7% | -3.4% | -0.1% |
| 6M | +3.4% | -2.7% | +6.1% | +3.2% |
| YTD | +5.9% | -47.2% | +53.1% | +10.6% |
| 1Y | +8.2% | -54.0% | +62.2% | +14.1% |
| 3Y | +65.3% | -3.3% | +68.5% | +62.0% |
| 5Y | +43.3% | -52.3% | +95.6% | +47.4% |
| 10Y | +102.9% | +322.4% | -219.5% | +78.7% |
| All | +102.9% | +314.4% | -211.5% | +78.7% |
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