-4.4%
KVUE vs PODD
-57.0%
+52.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.9% |
| 7D | -2.2% | +1.6% | -3.9% | -2.4% |
| 30D | -3.7% | +10.7% | -14.3% | -4.6% |
| 3M | +12.3% | +0.7% | +11.5% | +11.5% |
| 6M | +5.4% | -39.3% | +44.7% | +8.3% |
| YTD | +12.4% | -48.1% | +60.6% | +16.2% |
| 1Y | -4.4% | -57.4% | +53.1% | -4.0% |
| All | -4.4% | -57.0% | +52.7% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling