+2,212.8%
IDXX vs PODD
+676.2%
+1,536.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.7% | +0.1% |
| 7D | -5.7% | -10.5% | +4.8% | -3.3% |
| 30D | -11.5% | -9.0% | -2.5% | -9.6% |
| 3M | -9.5% | -11.5% | +2.0% | -7.6% |
| 6M | -16.0% | -44.7% | +28.8% | -5.0% |
| YTD | -25.4% | -53.6% | +28.2% | -12.3% |
| 1Y | -21.8% | -61.0% | +39.2% | -4.5% |
| 3Y | +7.0% | -24.7% | +31.7% | +9.5% |
| 5Y | -26.0% | -55.5% | +29.5% | -16.6% |
| 10Y | +358.9% | +221.5% | +137.4% | +238.1% |
| All | +2,212.8% | +676.2% | +1,536.5% | +1,104.4% |
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