-50.3%
PODD vs DOC
+21.7%
-72.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.1% | -5.4% |
| 7D | +2.4% | +6.2% | -3.9% | +1.6% |
| 30D | +15.9% | +6.5% | +9.4% | +14.9% |
| 3M | +17.2% | -6.2% | +23.4% | +17.3% |
| 6M | -6.8% | +25.6% | -32.4% | -6.7% |
| YTD | -45.1% | +32.1% | -77.2% | -47.0% |
| 1Y | -50.3% | +20.3% | -70.6% | -49.9% |
| All | -50.3% | +21.7% | -72.1% | -49.9% |
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