+1,256.6%
ILMN vs PODD
+761.8%
+494.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.2% | +8.6% | +4.1% |
| 7D | -9.7% | -2.1% | -7.6% | -9.4% |
| 30D | -20.4% | +9.0% | -29.4% | -22.5% |
| 3M | +10.0% | +5.2% | +4.8% | +8.0% |
| 6M | +49.5% | -3.2% | +52.6% | +47.6% |
| YTD | +62.5% | -48.5% | +111.0% | +89.5% |
| 1Y | +76.0% | -54.7% | +130.7% | +111.9% |
| 3Y | +94.2% | -7.8% | +102.0% | +86.1% |
| 5Y | -46.3% | -52.4% | +6.1% | -39.6% |
| 10Y | +62.7% | +315.9% | -253.1% | +3.7% |
| All | +1,256.6% | +761.8% | +494.8% | +476.9% |
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 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