+840.0%
PODD vs GEN
+339.8%
+500.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.5% |
| 7D | -9.1% | -0.8% | -8.3% | -8.7% |
| 30D | +7.3% | +31.2% | -23.9% | -3.6% |
| 3M | +3.7% | +6.1% | -2.4% | +0.2% |
| 6M | -2.7% | +38.1% | -40.8% | -15.3% |
| YTD | -47.2% | +14.4% | -61.6% | -51.2% |
| 1Y | -54.0% | +15.1% | -69.1% | -57.6% |
| 3Y | -3.3% | +68.5% | -71.8% | -25.3% |
| 5Y | -52.3% | +35.8% | -88.1% | -61.3% |
| 10Y | +322.4% | +155.4% | +167.0% | +126.5% |
| All | +840.0% | +339.8% | +500.2% | +189.1% |
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