+59.0%
ILMN vs PODD
+314.4%
-255.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.4% |
| 7D | -6.0% | -9.1% | +3.1% | -3.0% |
| 30D | -23.0% | +7.3% | -30.3% | -25.1% |
| 3M | +10.4% | +3.7% | +6.7% | +8.4% |
| 6M | +49.4% | -2.7% | +52.1% | +46.9% |
| YTD | +62.3% | -47.2% | +109.6% | +96.9% |
| 1Y | +73.7% | -54.0% | +127.7% | +120.4% |
| 3Y | +122.5% | -3.3% | +125.8% | +102.0% |
| 5Y | -43.2% | -52.3% | +9.1% | -34.7% |
| 10Y | +59.0% | +322.4% | -263.4% | -19.3% |
| All | +59.0% | +314.4% | -255.5% | -19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling