+215.2%
PODD vs FIVN
+118.5%
+96.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.4% |
| 7D | -10.5% | -7.8% | -2.7% | -8.4% |
| 30D | -9.0% | -1.7% | -7.3% | -8.7% |
| 3M | -11.5% | +47.2% | -58.7% | -21.9% |
| 6M | -44.7% | +82.7% | -127.5% | -55.3% |
| YTD | -53.6% | +52.9% | -106.5% | -60.9% |
| 1Y | -61.0% | +17.5% | -78.4% | -64.7% |
| 3Y | -24.7% | -55.8% | +31.1% | -12.8% |
| 5Y | -55.5% | -82.3% | +26.8% | -34.8% |
| All | +215.2% | +118.5% | +96.7% | +101.7% |
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