-29.9%
INTU vs PODD
-10.3%
-19.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.2% | +2.4% | -2.3% |
| 7D | +0.1% | -2.1% | +2.2% | +0.6% |
| 30D | +15.4% | +9.0% | +6.4% | +13.1% |
| 3M | +6.6% | +5.2% | +1.4% | +5.4% |
| 6M | -11.3% | -3.2% | -8.2% | -11.5% |
| YTD | -47.7% | -48.5% | +0.7% | -40.9% |
| 1Y | -47.0% | -54.7% | +7.7% | -38.6% |
| 3Y | -29.9% | -7.8% | -22.1% | -30.2% |
| All | -29.9% | -10.3% | -19.6% | -30.2% |
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 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