-57.4%
PODD vs LII
-28.2%
-29.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.2% | -2.0% |
| 7D | +1.6% | -0.7% | +2.3% | +1.6% |
| 30D | +10.7% | -12.6% | +23.3% | +10.3% |
| 3M | +0.7% | -24.4% | +25.2% | -0.2% |
| 6M | -39.3% | -28.7% | -10.6% | -39.5% |
| YTD | -48.1% | -19.1% | -29.0% | -48.9% |
| 1Y | -57.4% | -29.7% | -27.7% | -58.8% |
| All | -57.4% | -28.2% | -29.3% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling