+225.0%
KMB vs PODD
+782.5%
-557.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.8% |
| 7D | +0.1% | -9.1% | +9.1% | +0.7% |
| 30D | +10.2% | +7.3% | +2.9% | +9.6% |
| 3M | +1.5% | +3.7% | -2.2% | +1.2% |
| 6M | +16.6% | -2.7% | +19.3% | +16.5% |
| YTD | +12.1% | -47.2% | +59.3% | +16.4% |
| 1Y | +11.1% | -54.0% | +65.1% | +16.4% |
| 3Y | +1.9% | -3.3% | +5.2% | +0.3% |
| 5Y | -1.3% | -52.3% | +51.0% | +0.7% |
| 10Y | +37.8% | +322.4% | -284.6% | +15.0% |
| All | +225.0% | +782.5% | -557.5% | +134.4% |
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 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