+339.6%
PODD vs IT
+90.0%
+249.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.5% | +1.9% |
| 7D | +4.1% | +1.1% | +3.0% | +3.7% |
| 30D | +13.9% | -1.8% | +15.7% | +13.9% |
| 3M | +4.1% | +4.8% | -0.7% | +1.1% |
| 6M | +2.4% | +33.0% | -30.6% | -11.3% |
| YTD | -46.4% | -23.8% | -22.5% | -43.2% |
| 1Y | -54.2% | -16.5% | -37.6% | -53.4% |
| 3Y | -6.9% | -53.6% | +46.8% | +17.1% |
| 5Y | -51.6% | -42.1% | -9.4% | -46.3% |
| All | +339.6% | +90.0% | +249.6% | +167.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling