+2,006.3%
LLY vs PODD
+324.2%
+1,682.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +2.0% | +4.1% |
| 7D | +0.1% | -2.5% | +2.5% | +0.3% |
| 30D | +19.7% | +10.7% | +9.0% | +18.5% |
| 3M | +19.3% | +6.1% | +13.1% | +18.5% |
| 6M | +49.3% | -2.8% | +52.2% | +48.8% |
| YTD | +32.0% | -47.3% | +79.3% | +39.4% |
| 1Y | +53.7% | -53.2% | +106.9% | +64.0% |
| 3Y | +143.7% | -2.0% | +145.8% | +138.7% |
| 5Y | +463.9% | -52.9% | +516.8% | +483.1% |
| 10Y | +2,006.3% | +321.1% | +1,685.3% | +1,599.4% |
| All | +2,006.3% | +324.2% | +1,682.2% | +1,599.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling