+328.1%
JCI vs PODD
+767.5%
-439.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.3% |
| 7D | +3.8% | +1.6% | +2.2% | +3.5% |
| 30D | -5.7% | +10.7% | -16.3% | -7.5% |
| 3M | -1.4% | +0.7% | -2.1% | -2.6% |
| 6M | +4.1% | -39.3% | +43.4% | +12.1% |
| YTD | +21.7% | -48.1% | +69.9% | +34.5% |
| 1Y | +36.1% | -57.4% | +93.6% | +55.3% |
| 3Y | +154.4% | -23.3% | +177.7% | +154.2% |
| 5Y | +112.0% | -51.3% | +163.3% | +124.6% |
| 10Y | +322.2% | +242.0% | +80.2% | +191.2% |
| All | +328.1% | +767.5% | -439.4% | +118.6% |
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