+824.1%
PODD vs EXEL
+429.2%
+394.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +1.6% | +8.4% | -6.8% | -0.3% |
| 30D | +10.7% | +4.1% | +6.6% | +9.3% |
| 3M | +0.7% | +12.4% | -11.7% | -2.4% |
| 6M | -39.3% | +41.5% | -80.8% | -44.8% |
| YTD | -48.1% | +34.6% | -82.7% | -52.4% |
| 1Y | -57.4% | +57.9% | -115.3% | -62.7% |
| 3Y | -23.3% | +159.5% | -182.8% | -42.3% |
| 5Y | -51.3% | +198.5% | -249.7% | -65.0% |
| 10Y | +242.0% | +411.4% | -169.3% | +90.5% |
| All | +824.1% | +429.2% | +394.8% | +150.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling