+193.4%
JNJ vs PODD
+229.6%
-36.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | -0.1% |
| 7D | -4.3% | -10.6% | +6.2% | -3.6% |
| 30D | +3.0% | -6.9% | +10.0% | +3.5% |
| 3M | +12.2% | -10.6% | +22.9% | +12.8% |
| 6M | +10.5% | -43.5% | +53.9% | +14.2% |
| YTD | +30.8% | -52.6% | +83.4% | +36.7% |
| 1Y | +54.9% | -60.1% | +115.0% | +63.7% |
| 3Y | +80.7% | -21.7% | +102.3% | +78.9% |
| 5Y | +83.4% | -54.6% | +138.0% | +87.5% |
| All | +193.4% | +229.6% | -36.2% | +157.6% |
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