-7.8%
PODD vs LII
-8.7%
+0.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.0% | -4.2% | -5.9% |
| 7D | -2.1% | -0.6% | -1.5% | -2.0% |
| 30D | +9.0% | -4.6% | +13.6% | +9.7% |
| 3M | +5.2% | -21.2% | +26.4% | +8.2% |
| 6M | -3.2% | -36.4% | +33.3% | +1.6% |
| YTD | -48.5% | -28.9% | -19.5% | -47.4% |
| 1Y | -54.7% | -29.5% | -25.2% | -53.7% |
| 3Y | -7.8% | -8.6% | +0.8% | -20.0% |
| All | -7.8% | -8.7% | +0.9% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling