+38.7%
KMB vs PODD
+324.2%
-285.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +1.0% | +3.1% |
| 7D | +3.4% | -2.5% | +5.9% | +3.5% |
| 30D | +14.7% | +10.7% | +4.0% | +14.1% |
| 3M | +3.3% | +6.1% | -2.8% | +2.9% |
| 6M | +16.8% | -2.8% | +19.6% | +16.7% |
| YTD | +15.2% | -47.3% | +62.5% | +18.0% |
| 1Y | +13.3% | -53.2% | +66.5% | +16.6% |
| 3Y | +5.4% | -2.0% | +7.4% | +3.9% |
| 5Y | +2.7% | -52.9% | +55.6% | +4.0% |
| 10Y | +38.7% | +321.1% | -282.4% | +27.8% |
| All | +38.7% | +324.2% | -285.5% | +27.8% |
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