+76.7%
GSK vs PODD
+229.6%
-152.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.9% |
| 7D | -5.4% | -10.6% | +5.2% | -4.5% |
| 30D | -4.6% | -6.9% | +2.3% | -4.1% |
| 3M | -5.1% | -10.6% | +5.5% | -4.5% |
| 6M | -11.4% | -43.5% | +32.0% | -7.8% |
| YTD | +0.7% | -52.6% | +53.3% | +6.2% |
| 1Y | +23.0% | -60.1% | +83.1% | +31.2% |
| 3Y | +48.0% | -21.7% | +69.6% | +47.4% |
| 5Y | +48.2% | -54.6% | +102.8% | +52.8% |
| All | +76.7% | +229.6% | -152.9% | +60.2% |
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