+293.5%
JCI vs PODD
+324.4%
-30.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.6% |
| 7D | +3.2% | +4.1% | -0.9% | +2.6% |
| 30D | -8.6% | +13.9% | -22.5% | -10.5% |
| 3M | -7.7% | +4.1% | -11.9% | -8.7% |
| 6M | -2.6% | +2.4% | -5.0% | -4.3% |
| YTD | +17.4% | -46.4% | +63.7% | +27.9% |
| 1Y | +16.9% | -54.2% | +71.1% | +30.7% |
| 3Y | +186.7% | -6.9% | +193.6% | +178.3% |
| 5Y | +95.4% | -51.6% | +146.9% | +105.8% |
| All | +293.5% | +324.4% | -30.8% | +211.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling