+964.8%
LMT vs PODD
+796.9%
+167.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.5% | -1.6% |
| 7D | +5.1% | +4.1% | +1.0% | +4.6% |
| 30D | +14.1% | +13.9% | +0.3% | +12.4% |
| 3M | +0.3% | +4.1% | -3.8% | -0.3% |
| 6M | +16.1% | +2.4% | +13.7% | +15.1% |
| YTD | +25.5% | -46.4% | +71.8% | +33.1% |
| 1Y | +34.1% | -54.2% | +88.3% | +44.6% |
| 3Y | +45.1% | -6.9% | +51.9% | +41.5% |
| 5Y | +100.9% | -51.6% | +152.5% | +106.3% |
| 10Y | +199.4% | +329.3% | -129.8% | +122.5% |
| All | +964.8% | +796.9% | +167.8% | +493.5% |
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