+1,327.0%
INTU vs PODD
+770.9%
+556.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.8% | +0.9% |
| 7D | -1.2% | -4.4% | +3.1% | -0.4% |
| 30D | +12.4% | +9.4% | +3.0% | +10.3% |
| 3M | +2.3% | +3.6% | -1.4% | +1.5% |
| 6M | -13.3% | -4.0% | -9.4% | -13.3% |
| YTD | -47.9% | -47.9% | 0.0% | -41.2% |
| 1Y | -47.2% | -53.8% | +6.6% | -39.0% |
| 3Y | -33.9% | -4.5% | -29.4% | -35.7% |
| 5Y | -41.3% | -51.9% | +10.5% | -35.9% |
| 10Y | +237.9% | +308.9% | -71.0% | +148.6% |
| All | +1,327.0% | +770.9% | +556.1% | +672.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling