+78.8%
JNJ vs PODD
-21.1%
+99.9%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.7% |
| 7D | -3.0% | -6.9% | +3.9% | -2.8% |
| 30D | +2.5% | -3.5% | +6.0% | +2.6% |
| 3M | +13.2% | -13.6% | +26.8% | +13.4% |
| 6M | +11.3% | -42.6% | +53.9% | +11.7% |
| YTD | +31.1% | -51.5% | +82.6% | +31.8% |
| 1Y | +54.3% | -60.9% | +115.2% | +55.5% |
| All | +78.8% | -21.1% | +99.9% | +73.2% |
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