+200.2%
OMC vs PODD
+796.9%
-596.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.0% |
| 7D | +1.9% | +4.1% | -2.2% | +1.2% |
| 30D | +12.2% | +13.9% | -1.6% | +10.0% |
| 3M | +0.6% | +4.1% | -3.5% | -0.1% |
| 6M | +21.0% | +2.4% | +18.6% | +19.8% |
| YTD | +12.4% | -46.4% | +58.7% | +22.0% |
| 1Y | +25.4% | -54.2% | +79.6% | +39.2% |
| 3Y | +29.2% | -6.9% | +36.0% | +26.2% |
| 5Y | +52.6% | -51.6% | +104.2% | +59.8% |
| 10Y | +53.6% | +329.3% | -275.6% | +4.4% |
| All | +200.2% | +796.9% | -596.7% | +45.5% |
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