-23.2%
PODD vs JAAA
+18.9%
-42.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -10.6% | +0.1% | -10.6% | -10.9% |
| 30D | -6.9% | +0.4% | -7.4% | -8.6% |
| 3M | -10.6% | +1.2% | -11.8% | -14.9% |
| 6M | -43.5% | +2.7% | -46.1% | -49.2% |
| YTD | -52.6% | +3.2% | -55.8% | -58.2% |
| 1Y | -60.1% | +4.8% | -64.9% | -66.7% |
| All | -23.2% | +18.9% | -42.1% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 3y: compounded portfolio wealth divided by compounded JAAA 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…
3y analysis · Full analysis span regression · 6 months rolling