+339.6%
PODD vs LEN
+136.9%
+202.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +4.1% | -5.8% | +9.9% | +5.8% |
| 30D | +13.9% | +13.7% | +0.1% | +9.7% |
| 3M | +4.1% | -3.9% | +8.0% | +4.8% |
| 6M | +2.4% | -0.4% | +2.8% | +1.5% |
| YTD | -46.4% | -16.8% | -29.5% | -44.6% |
| 1Y | -54.2% | -29.5% | -24.7% | -50.4% |
| 3Y | -6.9% | -25.6% | +18.7% | -4.0% |
| 5Y | -51.6% | -13.2% | -38.3% | -53.6% |
| All | +339.6% | +136.9% | +202.6% | +185.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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