+108.1%
JCI vs PODD
-51.3%
+159.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.1% | +2.3% |
| 7D | +2.9% | -9.1% | +12.0% | +4.4% |
| 30D | -6.9% | +7.3% | -14.3% | -8.2% |
| 3M | -6.3% | +3.7% | -10.0% | -7.2% |
| 6M | +2.6% | -2.7% | +5.2% | +1.5% |
| YTD | +21.8% | -47.2% | +69.0% | +35.6% |
| 1Y | +19.6% | -54.0% | +73.6% | +36.8% |
| 3Y | +194.9% | -3.3% | +198.2% | +178.9% |
| 5Y | +108.1% | -52.3% | +160.5% | +120.9% |
| All | +108.1% | -51.3% | +159.5% | +120.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling