+40.5%
JBL vs PODD
-61.6%
+102.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.4% | -3.1% |
| 7D | -1.0% | -10.6% | +9.5% | -2.7% |
| 30D | -15.1% | -6.9% | -8.1% | -15.8% |
| 3M | -14.0% | -10.6% | -3.4% | -14.9% |
| 6M | +20.6% | -43.5% | +64.1% | +23.7% |
| YTD | +32.9% | -52.6% | +85.5% | +38.8% |
| 1Y | +40.5% | -60.1% | +100.6% | +55.6% |
| All | +40.5% | -61.6% | +102.1% | +55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling