-52.0%
PODD vs COMP
-31.2%
-20.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.1% |
| 7D | +1.6% | +1.4% | +0.3% | +1.4% |
| 30D | +10.7% | -13.3% | +24.0% | +12.3% |
| 3M | +0.7% | +41.1% | -40.4% | -3.7% |
| 6M | -39.3% | +17.2% | -56.5% | -41.4% |
| YTD | -48.1% | +5.2% | -53.3% | -49.4% |
| 1Y | -57.4% | +18.9% | -76.4% | -59.3% |
| 3Y | -23.3% | +215.9% | -239.2% | -40.0% |
| All | -52.0% | -31.2% | -20.8% | -54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling