+157.0%
PFE vs PODD
+767.5%
-610.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -1.0% |
| 7D | +1.8% | +1.6% | +0.1% | +1.6% |
| 30D | +10.2% | +10.7% | -0.4% | +8.9% |
| 3M | +12.7% | +0.7% | +12.0% | +12.0% |
| 6M | +10.5% | -39.3% | +49.8% | +16.0% |
| YTD | +20.2% | -48.1% | +68.3% | +28.3% |
| 1Y | +24.1% | -57.4% | +81.5% | +35.3% |
| 3Y | -3.6% | -23.3% | +19.7% | -3.7% |
| 5Y | -20.9% | -51.3% | +30.4% | -18.4% |
| 10Y | +35.8% | +242.0% | -206.2% | +4.4% |
| All | +157.0% | +767.5% | -610.6% | +46.9% |
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