+211.0%
INTU vs PODD
+218.3%
-7.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.7% |
| 7D | -8.5% | -6.9% | -1.6% | -6.5% |
| 30D | -6.1% | -3.5% | -2.7% | -5.1% |
| 3M | +7.3% | -13.6% | +20.9% | +11.0% |
| 6M | -33.2% | -42.6% | +9.4% | -22.8% |
| YTD | -52.2% | -51.5% | -0.7% | -42.1% |
| 1Y | -52.7% | -60.9% | +8.2% | -39.2% |
| 3Y | -41.6% | -19.8% | -21.8% | -42.2% |
| 5Y | -42.6% | -54.4% | +11.7% | -34.5% |
| 10Y | +211.0% | +236.1% | -25.0% | +139.2% |
| All | +211.0% | +218.3% | -7.3% | +139.2% |
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