+3,231.4%
LLY vs PODD
+767.5%
+2,463.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.6% |
| 7D | -2.1% | +1.6% | -3.8% | -2.4% |
| 30D | -1.6% | +10.7% | -12.3% | -2.8% |
| 3M | +2.3% | +0.7% | +1.6% | +1.6% |
| 6M | +14.9% | -39.3% | +54.2% | +21.0% |
| YTD | +7.5% | -48.1% | +55.6% | +15.3% |
| 1Y | +55.7% | -57.4% | +113.1% | +70.7% |
| 3Y | +110.6% | -23.3% | +133.9% | +110.4% |
| 5Y | +363.4% | -51.3% | +414.7% | +378.9% |
| 10Y | +1,649.0% | +242.0% | +1,407.0% | +1,233.2% |
| All | +3,231.4% | +767.5% | +2,463.9% | +1,762.7% |
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