+585.7%
JPM vs PODD
+229.6%
+356.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | 0.0% |
| 7D | -2.3% | -10.6% | +8.2% | -1.0% |
| 30D | -2.3% | -6.9% | +4.6% | -1.5% |
| 3M | +14.9% | -10.6% | +25.5% | +15.8% |
| 6M | +23.6% | -43.5% | +67.1% | +31.9% |
| YTD | +11.3% | -52.6% | +63.9% | +21.5% |
| 1Y | +19.9% | -60.1% | +80.0% | +33.7% |
| 3Y | +162.6% | -21.7% | +184.3% | +161.9% |
| 5Y | +154.6% | -54.6% | +209.2% | +167.8% |
| All | +585.7% | +229.6% | +356.1% | +481.5% |
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