-52.3%
PODD vs EXEL
+286.3%
-338.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | -9.1% | -2.8% | -6.3% | -8.5% |
| 30D | +7.3% | +18.2% | -10.9% | +3.7% |
| 3M | +3.7% | +37.7% | -34.1% | -3.0% |
| 6M | -2.7% | +42.2% | -44.9% | -10.0% |
| YTD | -47.2% | +61.3% | -108.5% | -53.0% |
| 1Y | -54.0% | +64.5% | -118.5% | -59.3% |
| 3Y | -3.3% | +236.7% | -239.9% | -38.3% |
| 5Y | -52.3% | +296.3% | -348.6% | -73.3% |
| All | -52.3% | +286.3% | -338.7% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 5y: compounded portfolio wealth divided by compounded EXEL 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…
5y analysis · Full analysis span regression · 6 months rolling