+34.4%
JD vs PODD
+324.4%
-290.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +1.0% |
| 7D | -4.1% | +4.1% | -8.2% | -5.2% |
| 30D | +4.6% | +13.9% | -9.2% | +0.7% |
| 3M | -4.7% | +4.1% | -8.9% | -6.3% |
| 6M | -17.4% | +2.4% | -19.8% | -19.5% |
| YTD | +0.7% | -46.4% | +47.1% | +16.6% |
| 1Y | -5.9% | -54.2% | +48.3% | +13.8% |
| 3Y | +18.9% | -6.9% | +25.7% | +9.5% |
| 5Y | -62.9% | -51.6% | -11.4% | -59.7% |
| All | +34.4% | +324.4% | -290.0% | -21.8% |
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