+311.8%
PODD vs ALK
-41.6%
+353.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.6% | -6.8% | -6.3% |
| 7D | -2.1% | +9.0% | -11.2% | -3.8% |
| 30D | +9.0% | -1.6% | +10.7% | +9.3% |
| 3M | +5.2% | -23.2% | +28.4% | +10.2% |
| 6M | -3.2% | -3.9% | +0.7% | -3.5% |
| YTD | -48.5% | -22.6% | -25.9% | -47.0% |
| 1Y | -54.7% | -5.3% | -49.4% | -55.4% |
| 3Y | -7.8% | +18.6% | -26.4% | -16.1% |
| 5Y | -52.4% | -34.4% | -18.0% | -52.4% |
| All | +311.8% | -41.6% | +353.4% | +335.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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