+223.7%
KMB vs PODD
+761.8%
-538.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.3% | -1.4% |
| 7D | +0.5% | -2.1% | +2.6% | +0.6% |
| 30D | +12.4% | +9.0% | +3.3% | +11.7% |
| 3M | +1.0% | +5.2% | -4.2% | +0.6% |
| 6M | +12.1% | -3.2% | +15.3% | +12.0% |
| YTD | +11.6% | -48.5% | +60.1% | +16.2% |
| 1Y | +13.1% | -54.7% | +67.8% | +18.7% |
| 3Y | +1.6% | -7.8% | +9.4% | +0.3% |
| 5Y | -0.3% | -52.4% | +52.1% | +1.6% |
| 10Y | +37.9% | +315.9% | -277.9% | +15.2% |
| All | +223.7% | +761.8% | -538.1% | +133.9% |
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