+606.9%
LULU vs PODD
+812.6%
-205.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.7% |
| 7D | -1.6% | -10.5% | +8.9% | +1.3% |
| 30D | -18.1% | -9.0% | -9.1% | -16.0% |
| 3M | -18.8% | -11.5% | -7.2% | -16.7% |
| 6M | -39.2% | -44.7% | +5.5% | -30.0% |
| YTD | -52.4% | -53.6% | +1.2% | -42.7% |
| 1Y | -40.3% | -61.0% | +20.7% | -25.1% |
| 3Y | -75.1% | -24.7% | -50.4% | -74.8% |
| 5Y | -76.7% | -55.5% | -21.3% | -73.7% |
| 10Y | +52.7% | +221.5% | -168.8% | -1.6% |
| All | +606.9% | +812.6% | -205.7% | +117.7% |
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