-4.7%
IBM vs PODD
-38.5%
+33.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.4% |
| 7D | -0.3% | +1.6% | -1.9% | -0.6% |
| 30D | +0.3% | +10.7% | -10.4% | -1.3% |
| 3M | -21.6% | +0.7% | -22.3% | -22.3% |
| 6M | -4.7% | -39.3% | +34.6% | +4.0% |
| All | -4.7% | -38.5% | +33.8% | +4.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling