+204.5%
PODD vs FND
+54.9%
+149.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.9% | -2.0% |
| 7D | -10.6% | -5.1% | -5.5% | -9.4% |
| 30D | -6.9% | -22.5% | +15.6% | -0.9% |
| 3M | -10.6% | -5.0% | -5.6% | -10.5% |
| 6M | -43.5% | -21.5% | -21.9% | -41.0% |
| YTD | -52.6% | -23.0% | -29.6% | -50.7% |
| 1Y | -60.1% | -44.9% | -15.2% | -54.9% |
| 3Y | -21.7% | -50.0% | +28.3% | -12.9% |
| 5Y | -54.6% | -63.3% | +8.8% | -47.7% |
| All | +204.5% | +54.9% | +149.6% | +168.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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