+235.2%
INTU vs PODD
+315.5%
-80.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -4.1% | -4.4% | +0.2% | -2.9% |
| 30D | +12.8% | +8.1% | +4.8% | +10.1% |
| 3M | +2.1% | +2.9% | -0.8% | +1.1% |
| 6M | -11.5% | -5.7% | -5.7% | -11.1% |
| YTD | -47.9% | -47.5% | -0.4% | -38.2% |
| 1Y | -47.7% | -55.7% | +8.0% | -34.9% |
| 3Y | -34.0% | -3.7% | -30.2% | -37.9% |
| 5Y | -43.5% | -52.6% | +9.0% | -36.1% |
| All | +235.2% | +315.5% | -80.3% | +136.2% |
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