+191.0%
JBL vs PODD
-21.1%
+212.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.2% |
| 7D | +4.0% | -6.9% | +10.9% | +4.3% |
| 30D | -7.5% | -3.5% | -4.0% | -7.4% |
| 3M | -14.1% | -13.6% | -0.5% | -13.7% |
| 6M | +25.9% | -42.6% | +68.5% | +33.6% |
| YTD | +36.7% | -51.5% | +88.1% | +48.8% |
| 1Y | +49.0% | -60.9% | +109.9% | +67.7% |
| All | +191.0% | -21.1% | +212.1% | +221.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling