-7.8%
PODD vs COMP
+353.8%
-361.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +10.7% | -16.9% | -6.8% |
| 7D | -2.1% | +13.4% | -15.6% | -2.9% |
| 30D | +9.0% | +11.1% | -2.1% | +8.2% |
| 3M | +5.2% | -18.8% | +24.0% | +6.2% |
| 6M | -3.2% | +10.5% | -13.7% | -4.5% |
| YTD | -48.5% | -3.4% | -45.0% | -48.8% |
| 1Y | -54.7% | +19.7% | -74.4% | -55.7% |
| 3Y | -7.8% | +381.6% | -389.4% | -28.5% |
| All | -7.8% | +353.8% | -361.6% | -28.5% |
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