-52.9%
PODD vs GPC
+7.9%
-60.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.3% | -0.1% | +1.5% |
| 7D | -2.5% | +0.8% | -3.3% | -2.7% |
| 30D | +10.7% | -1.1% | +11.8% | +11.1% |
| 3M | +6.1% | -6.6% | +12.8% | +8.3% |
| 6M | -2.8% | +22.2% | -25.1% | -8.9% |
| YTD | -47.3% | +5.1% | -52.4% | -49.1% |
| 1Y | -53.2% | +2.8% | -56.0% | -54.5% |
| 3Y | -2.0% | +2.4% | -4.4% | -10.6% |
| 5Y | -52.9% | +7.8% | -60.7% | -62.2% |
| All | -52.9% | +7.9% | -60.9% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 5y: compounded portfolio wealth divided by compounded GPC 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…
5y analysis · Full analysis span regression · 6 months rolling