+20.3%
JPM vs PODD
-57.0%
+77.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.9% |
| 7D | +0.3% | +1.6% | -1.3% | +0.2% |
| 30D | -0.2% | +10.7% | -10.8% | -0.5% |
| 3M | +15.9% | +0.7% | +15.1% | +15.2% |
| 6M | +20.9% | -39.3% | +60.2% | +24.8% |
| YTD | +12.9% | -48.1% | +61.0% | +18.0% |
| 1Y | +20.3% | -57.4% | +77.7% | +26.8% |
| All | +20.3% | -57.0% | +77.3% | +26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling