+103.4%
GSK vs PODD
+324.4%
-221.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.6% |
| 7D | +0.2% | +4.1% | -3.8% | -0.1% |
| 30D | +5.4% | +13.9% | -8.5% | +4.2% |
| 3M | +0.9% | +4.1% | -3.2% | +0.5% |
| 6M | +0.7% | +2.4% | -1.7% | +0.1% |
| YTD | +5.6% | -46.4% | +52.0% | +10.1% |
| 1Y | +8.5% | -54.2% | +62.7% | +14.4% |
| 3Y | +63.8% | -6.9% | +70.7% | +61.1% |
| 5Y | +42.4% | -51.6% | +94.0% | +46.3% |
| All | +103.4% | +324.4% | -221.0% | +79.0% |
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