+244.8%
ORCL vs PODD
+308.0%
-63.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.2% | +7.0% | +1.6% |
| 7D | -11.2% | -2.1% | -9.0% | -11.0% |
| 30D | -18.8% | +9.0% | -27.9% | -19.9% |
| 3M | -18.8% | +5.2% | -24.0% | -19.5% |
| 6M | -39.7% | -3.2% | -36.6% | -40.2% |
| YTD | -39.6% | -48.5% | +8.8% | -34.4% |
| 1Y | -51.7% | -54.7% | +3.0% | -46.6% |
| 3Y | +10.2% | -7.8% | +18.0% | +7.8% |
| 5Y | +30.8% | -52.4% | +83.3% | +36.7% |
| All | +244.8% | +308.0% | -63.2% | +177.6% |
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 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