+26.1%
JBL vs PODD
-54.5%
+80.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -1.9% |
| 7D | +6.3% | +4.1% | +2.3% | +7.0% |
| 30D | -13.5% | +13.9% | -27.3% | -11.4% |
| 3M | -31.3% | +4.1% | -35.5% | -30.4% |
| 6M | -28.4% | +2.4% | -30.9% | -27.1% |
| YTD | +11.6% | -46.4% | +57.9% | +22.1% |
| 1Y | +26.1% | -54.2% | +80.3% | +42.1% |
| All | +26.1% | -54.5% | +80.6% | +42.1% |
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