-41.7%
INTU vs PODD
-53.4%
+11.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.5% | -0.6% | -3.1% |
| 7D | -7.5% | -4.1% | -3.4% | -6.4% |
| 30D | -1.9% | +0.8% | -2.7% | -2.1% |
| 3M | +4.9% | -6.1% | +10.9% | +5.7% |
| 6M | -33.2% | -40.0% | +6.8% | -23.7% |
| YTD | -51.4% | -49.9% | -1.5% | -41.5% |
| 1Y | -52.0% | -59.3% | +7.3% | -38.8% |
| 3Y | -40.7% | -17.2% | -23.4% | -42.3% |
| 5Y | -41.7% | -53.0% | +11.3% | -32.3% |
| All | -41.7% | -53.4% | +11.7% | -32.3% |
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