+14.0%
JPM vs PODD
-54.5%
+68.5%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.2% | +0.8% |
| 7D | +3.5% | +4.1% | -0.6% | +3.2% |
| 30D | +3.3% | +13.9% | -10.6% | +2.8% |
| 3M | -4.2% | +4.1% | -8.3% | -4.3% |
| 6M | +16.4% | +2.4% | +14.0% | +15.7% |
| YTD | +9.5% | -46.4% | +55.9% | +16.8% |
| 1Y | +14.0% | -54.2% | +68.2% | +24.4% |
| All | +14.0% | -54.5% | +68.5% | +24.4% |
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 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