+17.6%
JD vs PODD
+223.9%
-206.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.5% | +1.5% | -1.1% |
| 7D | -0.8% | -4.1% | +3.3% | +0.3% |
| 30D | -16.0% | +0.8% | -16.8% | -16.4% |
| 3M | -3.2% | -6.1% | +2.9% | -2.8% |
| 6M | +6.1% | -40.0% | +46.0% | +19.2% |
| YTD | -0.1% | -49.9% | +49.8% | +17.9% |
| 1Y | -12.7% | -59.3% | +46.6% | +8.7% |
| 3Y | -6.3% | -17.2% | +10.9% | -10.8% |
| 5Y | -61.3% | -53.0% | -8.4% | -57.6% |
| 10Y | +17.6% | +226.1% | -208.5% | -20.8% |
| All | +17.6% | +223.9% | -206.3% | -20.8% |
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