+322.2%
JCI vs PODD
+778.2%
-456.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +8.4% | -4.4% | +12.8% | +9.2% |
| 30D | -8.9% | +8.1% | -17.0% | -10.3% |
| 3M | -6.4% | +2.9% | -9.4% | -7.4% |
| 6M | +1.6% | -5.7% | +7.4% | +1.1% |
| YTD | +20.1% | -47.5% | +67.5% | +31.9% |
| 1Y | +17.2% | -55.7% | +72.9% | +32.6% |
| 3Y | +190.7% | -3.7% | +194.5% | +179.4% |
| 5Y | +99.9% | -52.6% | +152.5% | +112.2% |
| 10Y | +301.8% | +320.3% | -18.5% | +167.1% |
| All | +322.2% | +778.2% | -456.0% | +114.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling