-53.0%
PODD vs EXEL
+195.7%
-248.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.3% | -3.1% |
| 7D | -4.1% | +1.4% | -5.5% | -4.4% |
| 30D | +0.8% | +6.7% | -5.9% | -0.6% |
| 3M | -6.1% | +11.5% | -17.6% | -8.5% |
| 6M | -40.0% | +38.8% | -78.8% | -44.9% |
| YTD | -49.9% | +31.6% | -81.5% | -53.5% |
| 1Y | -59.3% | +53.0% | -112.3% | -63.9% |
| 3Y | -17.2% | +160.8% | -178.1% | -42.8% |
| 5Y | -53.0% | +190.1% | -243.1% | -71.0% |
| All | -53.0% | +195.7% | -248.7% | -71.0% |
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