-24.6%
KVUE vs PODD
-57.0%
+32.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -3.1% |
| 7D | -7.2% | -6.9% | -0.3% | -6.4% |
| 30D | -5.7% | -3.5% | -2.2% | -5.3% |
| 3M | +0.2% | -13.6% | +13.7% | +1.4% |
| 6M | 0.0% | -42.6% | +42.6% | +6.1% |
| YTD | +6.5% | -51.5% | +58.0% | +15.2% |
| 1Y | -1.4% | -60.9% | +59.5% | +9.4% |
| 3Y | -5.6% | -19.8% | +14.2% | -7.7% |
| All | -24.6% | -57.0% | +32.4% | -27.4% |
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