+49.3%
GSK vs PODD
-20.7%
+70.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.8% | -2.5% |
| 7D | -4.2% | -4.1% | -0.1% | -4.0% |
| 30D | -7.5% | +0.8% | -8.3% | -7.5% |
| 3M | -3.3% | -6.1% | +2.8% | -3.1% |
| 6M | -9.3% | -40.0% | +30.6% | -7.9% |
| YTD | +1.6% | -49.9% | +51.5% | +3.7% |
| 1Y | +25.5% | -59.3% | +84.8% | +28.9% |
| 3Y | +49.3% | -17.2% | +66.5% | +49.2% |
| All | +49.3% | -20.7% | +70.0% | +49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling