+97.4%
JBL vs PODD
-4.1%
+101.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.3% |
| 7D | +6.3% | +4.1% | +2.3% | +6.2% |
| 30D | -13.5% | +13.9% | -27.3% | -13.9% |
| 3M | -31.3% | +4.1% | -35.5% | -31.4% |
| 6M | -28.4% | +2.4% | -30.9% | -28.9% |
| YTD | +11.6% | -46.4% | +57.9% | +21.9% |
| 1Y | +26.1% | -54.2% | +80.3% | +41.6% |
| 3Y | +97.4% | -6.9% | +104.2% | +99.7% |
| All | +97.4% | -4.1% | +101.5% | +99.7% |
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