+94.2%
ILMN vs PODD
-10.3%
+104.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.2% | +8.6% | +3.6% |
| 7D | -9.7% | -2.1% | -7.6% | -9.4% |
| 30D | -20.4% | +9.0% | -29.4% | -21.8% |
| 3M | +10.0% | +5.2% | +4.8% | +8.7% |
| 6M | +49.5% | -3.2% | +52.6% | +47.9% |
| YTD | +62.5% | -48.5% | +111.0% | +85.3% |
| 1Y | +76.0% | -54.7% | +130.7% | +106.0% |
| 3Y | +94.2% | -7.8% | +102.0% | +74.9% |
| All | +94.2% | -10.3% | +104.5% | +74.9% |
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