-0.6%
KMB vs PODD
-52.5%
+51.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.3% | -1.5% |
| 7D | +0.5% | -2.1% | +2.6% | +0.6% |
| 30D | +12.4% | +9.0% | +3.3% | +11.8% |
| 3M | +1.0% | +5.2% | -4.2% | +0.7% |
| 6M | +12.1% | -3.2% | +15.3% | +12.0% |
| YTD | +11.6% | -48.5% | +60.1% | +14.2% |
| 1Y | +13.1% | -54.7% | +67.8% | +16.2% |
| 3Y | +1.6% | -7.8% | +9.4% | -0.1% |
| All | -0.6% | -52.5% | +51.9% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling