+17.8%
JD vs PODD
-10.3%
+28.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.2% | +7.8% | +2.2% |
| 7D | +13.4% | -2.1% | +15.5% | +13.5% |
| 30D | +7.7% | +9.0% | -1.3% | +6.6% |
| 3M | -11.3% | +5.2% | -16.5% | -11.9% |
| 6M | -5.1% | -3.2% | -2.0% | -5.5% |
| YTD | +5.0% | -48.5% | +53.5% | +13.0% |
| 1Y | -5.6% | -54.7% | +49.1% | +3.3% |
| 3Y | +17.8% | -7.8% | +25.6% | +4.3% |
| All | +17.8% | -10.3% | +28.1% | +4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling