+7.0%
IDXX vs PODD
-24.5%
+31.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.7% | +0.2% |
| 7D | -5.7% | -10.5% | +4.8% | -3.0% |
| 30D | -11.5% | -9.0% | -2.5% | -9.4% |
| 3M | -9.5% | -11.5% | +2.0% | -7.6% |
| 6M | -16.0% | -44.7% | +28.8% | -3.3% |
| YTD | -25.4% | -53.6% | +28.2% | -10.1% |
| 1Y | -21.8% | -61.0% | +39.2% | -1.5% |
| 3Y | +7.0% | -24.7% | +31.7% | +8.2% |
| All | +7.0% | -24.5% | +31.6% | +8.2% |
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