+0.7%
PFE vs PODD
-22.0%
+22.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -1.1% |
| 7D | +1.8% | +1.6% | +0.1% | +1.7% |
| 30D | +10.2% | +10.7% | -0.4% | +9.6% |
| 3M | +12.7% | +0.7% | +12.0% | +12.2% |
| 6M | +10.5% | -39.3% | +49.8% | +13.7% |
| YTD | +20.2% | -48.1% | +68.3% | +24.7% |
| 1Y | +24.1% | -57.4% | +81.5% | +30.1% |
| All | +0.7% | -22.0% | +22.6% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling