+1,024.5%
JPM vs PODD
+767.5%
+256.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.5% |
| 7D | +0.3% | +1.6% | -1.3% | -0.1% |
| 30D | -0.2% | +10.7% | -10.8% | -2.6% |
| 3M | +15.9% | +0.7% | +15.1% | +14.2% |
| 6M | +20.9% | -39.3% | +60.2% | +33.3% |
| YTD | +12.9% | -48.1% | +61.0% | +28.9% |
| 1Y | +20.3% | -57.4% | +77.7% | +43.3% |
| 3Y | +160.9% | -23.3% | +184.2% | +158.9% |
| 5Y | +154.8% | -51.3% | +206.1% | +170.4% |
| 10Y | +591.1% | +242.0% | +349.1% | +282.6% |
| All | +1,024.5% | +767.5% | +256.9% | +188.5% |
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 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