+42.7%
ORCL vs PODD
-51.4%
+94.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -1.7% |
| 7D | +8.0% | +4.1% | +3.9% | +7.4% |
| 30D | -4.0% | +13.9% | -17.8% | -5.8% |
| 3M | -19.5% | +4.1% | -23.6% | -20.1% |
| 6M | -33.5% | +2.4% | -35.9% | -34.5% |
| YTD | -34.8% | -46.4% | +11.5% | -28.6% |
| 1Y | -41.6% | -54.2% | +12.5% | -34.3% |
| 3Y | +13.8% | -6.9% | +20.6% | +10.0% |
| All | +42.7% | -51.4% | +94.1% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling