+27.7%
JCI vs PODD
-48.3%
+76.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +6.6% | -12.8% | -5.6% |
| 7D | -10.7% | +10.8% | -21.5% | -9.7% |
| 30D | -10.4% | +21.7% | -32.1% | -8.7% |
| 3M | -8.3% | -1.1% | -7.2% | -7.4% |
| 6M | -2.1% | -3.7% | +1.6% | -0.1% |
| YTD | +18.4% | -41.9% | +60.3% | +17.7% |
| 1Y | +27.7% | -48.5% | +76.1% | +27.4% |
| All | +27.7% | -48.3% | +76.0% | +27.4% |
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