-55.3%
PODD vs FIVN
-82.2%
+26.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.4% |
| 7D | -10.5% | -7.8% | -2.7% | -8.7% |
| 30D | -9.0% | -1.7% | -7.3% | -8.8% |
| 3M | -11.5% | +47.2% | -58.7% | -20.8% |
| 6M | -44.7% | +82.7% | -127.5% | -54.2% |
| YTD | -53.6% | +52.9% | -106.5% | -60.1% |
| 1Y | -61.0% | +17.5% | -78.4% | -64.1% |
| 3Y | -24.7% | -55.8% | +31.1% | -12.5% |
| All | -55.3% | -82.2% | +26.9% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling