+25.9%
LMT vs PODD
-48.3%
+74.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.6% | -13.4% | -7.3% |
| 7D | -5.5% | +10.8% | -16.3% | -6.3% |
| 30D | +17.5% | +21.7% | -4.2% | +15.7% |
| 3M | +1.6% | -1.1% | +2.7% | +1.1% |
| 6M | +16.3% | -3.7% | +20.0% | +15.0% |
| YTD | +25.3% | -41.9% | +67.2% | +19.6% |
| 1Y | +25.9% | -48.5% | +74.3% | +20.2% |
| All | +25.9% | -48.3% | +74.2% | +20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling