+330.8%
JCI vs PODD
+229.6%
+101.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.9% | -1.1% |
| 7D | +0.4% | -10.6% | +11.0% | +2.1% |
| 30D | -7.7% | -6.9% | -0.8% | -6.8% |
| 3M | +2.8% | -10.6% | +13.4% | +3.5% |
| 6M | +7.2% | -43.5% | +50.7% | +15.9% |
| YTD | +20.0% | -52.6% | +72.6% | +33.2% |
| 1Y | +33.3% | -60.1% | +93.4% | +52.0% |
| 3Y | +161.3% | -21.7% | +183.0% | +160.2% |
| 5Y | +108.8% | -54.6% | +163.3% | +122.4% |
| All | +330.8% | +229.6% | +101.2% | +260.2% |
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 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