+132.0%
GSK vs PODD
+778.2%
-646.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | +0.5% | -4.4% | +4.8% | +0.9% |
| 30D | +9.4% | +8.1% | +1.4% | +8.5% |
| 3M | +1.6% | +2.9% | -1.3% | +1.2% |
| 6M | +1.3% | -5.7% | +7.0% | +1.4% |
| YTD | +6.0% | -47.5% | +53.5% | +12.3% |
| 1Y | +9.1% | -55.7% | +64.8% | +17.4% |
| 3Y | +65.4% | -3.7% | +69.1% | +61.7% |
| 5Y | +43.0% | -52.6% | +95.6% | +47.4% |
| 10Y | +103.1% | +320.3% | -217.2% | +57.8% |
| All | +132.0% | +778.2% | -646.2% | +38.4% |
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