-53.8%
PODD vs DOC
+22.2%
-76.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -1.0% |
| 7D | -4.4% | +4.3% | -8.7% | -5.0% |
| 30D | +9.4% | +9.2% | +0.3% | +8.2% |
| 3M | +3.6% | -0.8% | +4.5% | +3.2% |
| 6M | -4.0% | +7.1% | -11.1% | -4.7% |
| YTD | -47.9% | +34.0% | -81.9% | -50.6% |
| 1Y | -53.8% | +23.2% | -77.0% | -53.4% |
| All | -53.8% | +22.2% | -76.0% | -53.4% |
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