-21.3%
PODD vs FND
-50.0%
+28.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | -6.9% | -0.8% | -6.1% | -6.8% |
| 30D | -3.5% | -19.6% | +16.1% | +0.1% |
| 3M | -13.6% | -4.3% | -9.2% | -13.8% |
| 6M | -42.6% | -20.4% | -22.2% | -41.1% |
| YTD | -51.5% | -21.9% | -29.6% | -50.3% |
| 1Y | -60.9% | -45.2% | -15.7% | -57.1% |
| All | -21.3% | -50.0% | +28.7% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling