+840.0%
PODD vs LII
+1,239.9%
-399.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.0% |
| 7D | -9.1% | -2.3% | -6.8% | -8.0% |
| 30D | +7.3% | -1.7% | +9.0% | +7.9% |
| 3M | +3.7% | -18.3% | +22.0% | +13.0% |
| 6M | -2.7% | -32.3% | +29.6% | +12.5% |
| YTD | -47.2% | -27.1% | -20.1% | -42.5% |
| 1Y | -54.0% | -27.2% | -26.8% | -50.0% |
| 3Y | -3.3% | -8.9% | +5.7% | -11.4% |
| 5Y | -52.3% | +19.7% | -72.0% | -63.5% |
| 10Y | +322.4% | +168.9% | +153.5% | +87.3% |
| All | +840.0% | +1,239.9% | -399.9% | +35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling