+824.1%
PODD vs LII
+1,386.4%
-562.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.2% | -2.6% |
| 7D | +1.6% | -0.7% | +2.3% | +1.9% |
| 30D | +10.7% | -12.6% | +23.3% | +17.2% |
| 3M | +0.7% | -24.4% | +25.2% | +11.5% |
| 6M | -39.3% | -28.7% | -10.6% | -32.2% |
| YTD | -48.1% | -19.1% | -29.0% | -45.9% |
| 1Y | -57.4% | -29.7% | -27.7% | -53.0% |
| 3Y | -23.3% | +4.8% | -28.0% | -34.5% |
| 5Y | -51.3% | +24.6% | -75.8% | -63.2% |
| 10Y | +242.0% | +169.2% | +72.8% | +54.5% |
| All | +824.1% | +1,386.4% | -562.3% | +27.2% |
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