+63.3%
LIN vs PODD
-52.5%
+115.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.2% | +5.0% | -0.4% |
| 7D | +0.2% | -2.1% | +2.3% | +0.4% |
| 30D | +6.5% | +9.0% | -2.6% | +5.3% |
| 3M | +5.5% | +5.2% | +0.3% | +4.7% |
| 6M | +3.3% | -3.2% | +6.5% | +2.9% |
| YTD | +22.0% | -48.5% | +70.5% | +31.4% |
| 1Y | +25.7% | -54.7% | +80.4% | +37.6% |
| 3Y | +36.2% | -7.8% | +44.0% | +30.6% |
| All | +63.3% | -52.5% | +115.8% | +70.8% |
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