+838.7%
PODD vs GEN
+327.8%
+510.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.2% | +2.2% |
| 7D | -2.5% | -0.3% | -2.2% | -2.2% |
| 30D | +10.7% | +28.2% | -17.4% | +0.4% |
| 3M | +6.1% | +2.6% | +3.5% | +3.8% |
| 6M | -2.8% | +32.7% | -35.5% | -14.1% |
| YTD | -47.3% | +11.3% | -58.6% | -50.7% |
| 1Y | -53.2% | +17.9% | -71.1% | -57.2% |
| 3Y | -2.0% | +66.3% | -68.3% | -23.9% |
| 5Y | -52.9% | +31.7% | -84.6% | -61.3% |
| 10Y | +321.1% | +150.0% | +171.0% | +127.4% |
| All | +838.7% | +327.8% | +510.8% | +191.7% |
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