-7.8%
PODD vs COO
-25.3%
+17.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.8% | -4.3% | -5.3% |
| 7D | -2.1% | +4.7% | -6.8% | -3.9% |
| 30D | +9.0% | +13.9% | -4.9% | +3.3% |
| 3M | +5.2% | -14.9% | +20.1% | +12.5% |
| 6M | -3.2% | +2.0% | -5.2% | -4.3% |
| YTD | -48.5% | -23.9% | -24.5% | -42.9% |
| 1Y | -54.7% | -9.6% | -45.1% | -53.0% |
| 3Y | -7.8% | -25.4% | +17.6% | -2.2% |
| All | -7.8% | -25.3% | +17.5% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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