+28.9%
JD vs PODD
+324.2%
-295.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.8% | -3.1% |
| 7D | +7.9% | -2.5% | +10.4% | +8.4% |
| 30D | +4.8% | +10.7% | -6.0% | +1.6% |
| 3M | -13.9% | +6.1% | -20.0% | -15.8% |
| 6M | -5.8% | -2.8% | -3.0% | -7.0% |
| YTD | +2.4% | -47.3% | +49.7% | +19.2% |
| 1Y | -7.5% | -53.2% | +45.6% | +11.0% |
| 3Y | +20.9% | -2.0% | +22.9% | +9.3% |
| 5Y | -58.0% | -52.9% | -5.1% | -54.0% |
| 10Y | +28.9% | +321.1% | -292.2% | -23.8% |
| All | +28.9% | +324.2% | -295.3% | -23.8% |
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