-60.9%
PODD vs GEN
+0.6%
-61.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -6.9% | -2.9% | -4.0% | -6.1% |
| 30D | -3.5% | +2.1% | -5.5% | -4.0% |
| 3M | -13.6% | +19.7% | -33.3% | -17.3% |
| 6M | -42.6% | +33.3% | -75.9% | -45.9% |
| YTD | -51.5% | +11.1% | -62.6% | -52.7% |
| 1Y | -60.9% | +3.0% | -63.9% | -61.9% |
| All | -60.9% | +0.6% | -61.5% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling