+246.0%
ORCL vs PODD
+308.1%
-62.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.4% |
| 7D | -6.5% | -4.4% | -2.1% | -6.0% |
| 30D | -16.6% | +9.4% | -26.0% | -17.7% |
| 3M | -21.6% | +3.6% | -25.3% | -22.1% |
| 6M | -39.4% | -4.0% | -35.4% | -39.7% |
| YTD | -38.7% | -47.9% | +9.3% | -33.5% |
| 1Y | -50.4% | -53.8% | +3.4% | -45.3% |
| 3Y | +8.1% | -4.5% | +12.6% | +5.2% |
| 5Y | +34.5% | -51.9% | +86.4% | +40.4% |
| 10Y | +246.0% | +308.9% | -62.9% | +178.7% |
| All | +246.0% | +308.1% | -62.1% | +178.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling