+33.4%
INTC vs PODD
-51.3%
+84.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +7.4% |
| 7D | +7.3% | -9.1% | +16.3% | +8.5% |
| 30D | -38.3% | +7.3% | -45.6% | -38.9% |
| 3M | -36.0% | +3.7% | -39.7% | -36.5% |
| 6M | -51.7% | -2.7% | -49.0% | -52.4% |
| YTD | +69.4% | -47.2% | +116.6% | +90.6% |
| 1Y | +65.0% | -54.0% | +119.0% | +92.0% |
| 3Y | +63.0% | -3.3% | +66.3% | +53.0% |
| 5Y | +33.4% | -52.3% | +85.7% | +49.5% |
| All | +33.4% | -51.3% | +84.7% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling