+339.6%
PODD vs FIVN
+86.2%
+253.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.2% | +3.0% |
| 7D | +4.1% | -2.8% | +6.9% | +4.9% |
| 30D | +13.9% | -17.4% | +31.3% | +19.3% |
| 3M | +4.1% | -19.2% | +23.3% | +9.0% |
| 6M | +2.4% | +29.4% | -26.9% | -7.9% |
| YTD | -46.4% | +36.3% | -82.6% | -53.9% |
| 1Y | -54.2% | +33.5% | -87.6% | -60.4% |
| 3Y | -6.9% | -56.8% | +50.0% | +6.9% |
| 5Y | -51.6% | -83.0% | +31.4% | -29.4% |
| All | +339.6% | +86.2% | +253.3% | +225.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling