-48.5%
PODD vs DOC
+21.8%
-70.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.1% | +3.4% | +6.1% |
| 7D | +10.8% | +8.7% | +2.1% | +9.8% |
| 30D | +21.7% | +7.6% | +14.0% | +20.6% |
| 3M | -1.1% | -5.3% | +4.2% | -1.1% |
| 6M | -3.7% | +27.6% | -31.3% | -4.3% |
| YTD | -41.9% | +32.4% | -74.3% | -43.7% |
| 1Y | -48.5% | +22.9% | -71.3% | -48.5% |
| All | -48.5% | +21.8% | -70.3% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling