+115.0%
ILMN vs PODD
-59.3%
+174.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.5% | +0.2% | -2.8% |
| 7D | +1.9% | -4.1% | +6.0% | +2.5% |
| 30D | +12.3% | +0.8% | +11.5% | +12.2% |
| 3M | +33.5% | -6.1% | +39.6% | +33.2% |
| 6M | +69.4% | -40.0% | +109.3% | +85.4% |
| YTD | +60.9% | -49.9% | +110.9% | +81.6% |
| 1Y | +115.0% | -59.3% | +174.3% | +147.5% |
| All | +115.0% | -59.3% | +174.3% | +147.5% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling