+1,148.2%
JBL vs PODD
+324.4%
+823.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.6% |
| 7D | +6.3% | +4.1% | +2.3% | +5.5% |
| 30D | -13.5% | +13.9% | -27.3% | -15.8% |
| 3M | -31.3% | +4.1% | -35.5% | -32.2% |
| 6M | -28.4% | +2.4% | -30.9% | -30.2% |
| YTD | +11.6% | -46.4% | +57.9% | +24.8% |
| 1Y | +26.1% | -54.2% | +80.3% | +46.0% |
| 3Y | +97.4% | -6.9% | +104.2% | +87.3% |
| 5Y | +301.0% | -51.6% | +352.6% | +329.0% |
| All | +1,148.2% | +324.4% | +823.8% | +795.4% |
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