+128.5%
GSK vs PODD
+767.5%
-639.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.1% | -1.7% |
| 7D | -1.8% | +1.6% | -3.4% | -2.0% |
| 30D | -2.2% | +10.7% | -12.8% | -3.2% |
| 3M | -1.8% | +0.7% | -2.5% | -2.3% |
| 6M | -10.6% | -39.3% | +28.7% | -6.6% |
| YTD | +4.4% | -48.1% | +52.5% | +10.8% |
| 1Y | +30.4% | -57.4% | +87.8% | +40.9% |
| 3Y | +60.1% | -23.3% | +83.3% | +59.8% |
| 5Y | +46.8% | -51.3% | +98.1% | +50.8% |
| 10Y | +79.2% | +242.0% | -162.8% | +42.2% |
| All | +128.5% | +767.5% | -639.0% | +36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling