-54.2%
PODD vs GEN
+14.8%
-69.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +1.5% |
| 7D | +4.1% | +2.0% | +2.0% | +3.5% |
| 30D | +13.9% | +27.7% | -13.9% | +7.2% |
| 3M | +4.1% | +3.3% | +0.9% | +3.4% |
| 6M | +2.4% | +31.8% | -29.4% | -3.7% |
| YTD | -46.4% | +13.5% | -59.9% | -47.7% |
| 1Y | -54.2% | +16.0% | -70.2% | -55.5% |
| All | -54.2% | +14.8% | -69.0% | -55.5% |
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