-6.9%
PODD vs M
+158.0%
-164.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.9% |
| 7D | +4.1% | +7.0% | -2.9% | +3.1% |
| 30D | +13.9% | +8.9% | +4.9% | +12.8% |
| 3M | +4.1% | +4.5% | -0.4% | +3.6% |
| 6M | +2.4% | +36.2% | -33.8% | -1.0% |
| YTD | -46.4% | +15.1% | -61.5% | -47.4% |
| 1Y | -54.2% | +27.4% | -81.6% | -55.6% |
| 3Y | -6.9% | +160.1% | -167.0% | -16.9% |
| All | -6.9% | +158.0% | -164.8% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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