+17.2%
LMT vs PODD
-61.6%
+78.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.2% |
| 7D | -0.5% | -10.6% | +10.0% | +0.1% |
| 30D | -10.8% | -6.9% | -3.8% | -10.4% |
| 3M | +1.6% | -10.6% | +12.2% | +2.2% |
| 6M | -17.6% | -43.5% | +25.9% | -18.7% |
| YTD | +11.6% | -52.6% | +64.2% | +8.8% |
| 1Y | +17.2% | -60.1% | +77.3% | +14.6% |
| All | +17.2% | -61.6% | +78.8% | +14.6% |
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