+1,641.6%
JBL vs PODD
+736.9%
+904.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.5% | +4.1% | +1.5% |
| 7D | +4.4% | -4.1% | +8.5% | +5.5% |
| 30D | -8.4% | +0.8% | -9.2% | -8.9% |
| 3M | -14.2% | -6.1% | -8.1% | -14.4% |
| 6M | +29.6% | -40.0% | +69.6% | +43.9% |
| YTD | +37.1% | -49.9% | +87.0% | +59.6% |
| 1Y | +49.5% | -59.3% | +108.8% | +83.4% |
| 3Y | +192.7% | -17.2% | +209.9% | +181.8% |
| 5Y | +411.3% | -53.0% | +464.3% | +454.5% |
| 10Y | +1,447.6% | +226.1% | +1,221.5% | +762.5% |
| All | +1,641.6% | +736.9% | +904.7% | +340.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling