+140.8%
LLY vs PODD
-4.1%
+144.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.9% | +1.0% |
| 7D | +6.7% | +4.1% | +2.7% | +6.3% |
| 30D | +19.6% | +13.9% | +5.7% | +18.2% |
| 3M | +19.7% | +4.1% | +15.6% | +19.2% |
| 6M | +42.7% | +2.4% | +40.3% | +41.2% |
| YTD | +35.1% | -46.4% | +81.5% | +41.3% |
| 1Y | +42.2% | -54.2% | +96.3% | +50.4% |
| 3Y | +140.8% | -6.9% | +147.6% | +132.3% |
| All | +140.8% | -4.1% | +144.9% | +132.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling