+961.4%
ORCL vs PODD
+767.5%
+193.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.1% | +5.1% | +3.4% |
| 7D | +5.3% | +1.6% | +3.6% | +5.0% |
| 30D | +10.0% | +10.7% | -0.7% | +8.3% |
| 3M | -32.6% | +0.7% | -33.3% | -33.3% |
| 6M | +4.9% | -39.3% | +44.2% | +11.4% |
| YTD | -17.8% | -48.1% | +30.4% | -10.7% |
| 1Y | -28.0% | -57.4% | +29.4% | -19.8% |
| 3Y | +36.0% | -23.3% | +59.3% | +36.2% |
| 5Y | +88.7% | -51.3% | +140.0% | +97.3% |
| 10Y | +346.9% | +242.0% | +104.9% | +232.8% |
| All | +961.4% | +767.5% | +193.9% | +498.3% |
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