+110.3%
JCI vs PODD
-54.3%
+164.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.5% |
| 7D | +4.1% | -6.9% | +11.0% | +5.3% |
| 30D | -3.8% | -3.5% | -0.4% | -3.4% |
| 3M | -1.6% | -13.6% | +11.9% | -0.2% |
| 6M | +9.5% | -42.6% | +52.2% | +20.0% |
| YTD | +21.7% | -51.5% | +73.2% | +37.7% |
| 1Y | +37.1% | -60.9% | +98.1% | +62.0% |
| 3Y | +165.2% | -19.8% | +185.0% | +160.1% |
| 5Y | +110.3% | -54.4% | +164.7% | +127.3% |
| All | +110.3% | -54.3% | +164.6% | +127.3% |
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