+824.1%
PODD vs GEN
+340.0%
+484.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.2% |
| 7D | +1.6% | -1.2% | +2.8% | +2.1% |
| 30D | +10.7% | +10.1% | +0.5% | +6.5% |
| 3M | +0.7% | +16.1% | -15.4% | -4.9% |
| 6M | -39.3% | +38.9% | -78.1% | -47.1% |
| YTD | -48.1% | +14.4% | -62.6% | -51.5% |
| 1Y | -57.4% | +5.9% | -63.3% | -59.1% |
| 3Y | -23.3% | +58.8% | -82.0% | -38.8% |
| 5Y | -51.3% | +24.7% | -75.9% | -58.6% |
| 10Y | +242.0% | +163.1% | +79.0% | +81.1% |
| All | +824.1% | +340.0% | +484.0% | +187.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling