+49.7%
GSK vs PODD
-54.3%
+104.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | +0.4% |
| 7D | -3.6% | -6.9% | +3.3% | -3.1% |
| 30D | -5.9% | -3.5% | -2.5% | -5.7% |
| 3M | -4.3% | -13.6% | +9.3% | -3.6% |
| 6M | -10.8% | -42.6% | +31.8% | -8.3% |
| YTD | +1.8% | -51.5% | +53.3% | +5.5% |
| 1Y | +23.5% | -60.9% | +84.4% | +29.4% |
| 3Y | +49.5% | -19.8% | +69.3% | +49.2% |
| 5Y | +49.7% | -54.4% | +104.0% | +55.7% |
| All | +49.7% | -54.3% | +104.0% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling