+824.1%
PODD vs DOC
+93.4%
+730.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.3% |
| 7D | +1.6% | -1.5% | +3.1% | +2.2% |
| 30D | +10.7% | -4.8% | +15.4% | +12.7% |
| 3M | +0.7% | +6.9% | -6.2% | -2.2% |
| 6M | -39.3% | +20.7% | -60.0% | -45.0% |
| YTD | -48.1% | +34.1% | -82.3% | -55.1% |
| 1Y | -57.4% | +22.6% | -80.1% | -61.8% |
| 3Y | -23.3% | +20.8% | -44.1% | -32.2% |
| 5Y | -51.3% | -24.9% | -26.4% | -47.7% |
| 10Y | +242.0% | -1.8% | +243.8% | +197.5% |
| All | +824.1% | +93.4% | +730.7% | +350.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling