+824.1%
PODD vs ALK
+546.4%
+277.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.5% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | +10.7% | -19.2% | +29.9% | +16.5% |
| 3M | +0.7% | -1.5% | +2.3% | +0.2% |
| 6M | -39.3% | -13.1% | -26.2% | -38.4% |
| YTD | -48.1% | -16.4% | -31.7% | -47.2% |
| 1Y | -57.4% | -33.1% | -24.4% | -54.3% |
| 3Y | -23.3% | +0.6% | -23.9% | -29.2% |
| 5Y | -51.3% | -26.4% | -24.9% | -52.1% |
| 10Y | +242.0% | -34.2% | +276.2% | +206.0% |
| All | +824.1% | +546.4% | +277.7% | +249.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling