+465.0%
JPM vs PODD
+324.4%
+140.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.2% | +0.7% |
| 7D | +3.5% | +4.1% | -0.6% | +3.0% |
| 30D | +3.3% | +13.9% | -10.6% | +1.5% |
| 3M | -4.2% | +4.1% | -8.3% | -4.8% |
| 6M | +16.4% | +2.4% | +14.0% | +15.1% |
| YTD | +9.5% | -46.4% | +55.9% | +17.8% |
| 1Y | +14.0% | -54.2% | +68.2% | +25.2% |
| 3Y | +153.1% | -6.9% | +159.9% | +147.3% |
| 5Y | +134.9% | -51.6% | +186.5% | +145.5% |
| All | +465.0% | +324.4% | +140.6% | +345.4% |
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