+726.8%
PODD vs DGX
+555.9%
+170.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -3.0% |
| 7D | -10.5% | -0.9% | -9.6% | -10.1% |
| 30D | -9.0% | -1.2% | -7.9% | -8.5% |
| 3M | -11.5% | +15.8% | -27.3% | -19.1% |
| 6M | -44.7% | +18.2% | -62.9% | -50.0% |
| YTD | -53.6% | +37.2% | -90.8% | -61.6% |
| 1Y | -61.0% | +30.4% | -91.3% | -66.9% |
| 3Y | -24.7% | +96.7% | -121.4% | -51.1% |
| 5Y | -55.5% | +67.2% | -122.7% | -68.8% |
| 10Y | +221.5% | +253.9% | -32.4% | +22.9% |
| All | +726.8% | +555.9% | +170.9% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 all: compounded portfolio wealth divided by compounded DGX 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…
all analysis · Full analysis span regression · 6 months rolling