+990.8%
JPM vs PODD
+796.9%
+193.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.2% | +0.5% |
| 7D | +3.5% | +4.1% | -0.6% | +2.5% |
| 30D | +3.3% | +13.9% | -10.6% | +0.1% |
| 3M | -4.2% | +4.1% | -8.3% | -5.4% |
| 6M | +16.4% | +2.4% | +14.0% | +13.9% |
| YTD | +9.5% | -46.4% | +55.9% | +23.8% |
| 1Y | +14.0% | -54.2% | +68.2% | +33.5% |
| 3Y | +153.1% | -6.9% | +159.9% | +141.2% |
| 5Y | +134.9% | -51.6% | +186.5% | +149.8% |
| 10Y | +485.7% | +329.3% | +156.5% | +206.5% |
| All | +990.8% | +796.9% | +193.9% | +177.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling