-21.1%
PODD vs COMP
+215.9%
-237.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.1% |
| 7D | +1.6% | +1.4% | +0.3% | +1.5% |
| 30D | +10.7% | -13.3% | +24.0% | +11.7% |
| 3M | +0.7% | +41.1% | -40.4% | -2.4% |
| 6M | -39.3% | +17.2% | -56.5% | -40.5% |
| YTD | -48.1% | +5.2% | -53.3% | -48.8% |
| 1Y | -57.4% | +18.9% | -76.4% | -58.6% |
| All | -21.1% | +215.9% | -237.0% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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