-21.1%
PODD vs COO
-23.4%
+2.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.4% |
| 7D | +1.6% | -2.2% | +3.8% | +2.7% |
| 30D | +10.7% | -7.0% | +17.7% | +14.5% |
| 3M | +0.7% | +12.2% | -11.5% | -4.4% |
| 6M | -39.3% | -15.1% | -24.2% | -35.3% |
| YTD | -48.1% | -15.1% | -33.0% | -44.8% |
| 1Y | -57.4% | +2.3% | -59.8% | -58.1% |
| All | -21.1% | -23.4% | +2.3% | -27.4% |
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