-4.2%
JD vs PODD
-22.0%
+17.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +3.9% | +2.1% |
| 7D | -1.7% | +1.6% | -3.3% | -1.8% |
| 30D | -13.2% | +10.7% | -23.8% | -14.1% |
| 3M | -3.2% | +0.7% | -3.9% | -3.6% |
| 6M | +15.2% | -39.3% | +54.5% | +21.3% |
| YTD | +2.0% | -48.1% | +50.1% | +9.5% |
| 1Y | -5.4% | -57.4% | +52.1% | +4.3% |
| All | -4.2% | -22.0% | +17.8% | -12.8% |
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 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