+1,447.0%
JBL vs PODD
+229.6%
+1,217.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.4% | -2.3% |
| 7D | -1.0% | -10.6% | +9.5% | +1.1% |
| 30D | -15.1% | -6.9% | -8.1% | -14.1% |
| 3M | -14.0% | -10.6% | -3.4% | -13.4% |
| 6M | +20.6% | -43.5% | +64.1% | +33.0% |
| YTD | +32.9% | -52.6% | +85.5% | +52.3% |
| 1Y | +40.5% | -60.1% | +100.6% | +67.0% |
| 3Y | +183.7% | -21.7% | +205.4% | +178.3% |
| 5Y | +388.3% | -54.6% | +442.9% | +427.4% |
| All | +1,447.0% | +229.6% | +1,217.4% | +1,100.5% |
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