-49.8%
PODD vs S
-57.7%
+8.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | -6.9% | -1.2% | -5.7% | -6.7% |
| 30D | -3.5% | -12.6% | +9.1% | -1.4% |
| 3M | -13.6% | +27.6% | -41.1% | -17.7% |
| 6M | -42.6% | +35.5% | -78.1% | -46.4% |
| YTD | -51.5% | +29.6% | -81.1% | -54.4% |
| 1Y | -60.9% | +8.1% | -69.0% | -62.2% |
| 3Y | -19.8% | +14.8% | -34.5% | -26.2% |
| 5Y | -54.4% | -70.6% | +16.2% | -51.0% |
| All | -49.8% | -57.7% | +8.0% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 10y: compounded portfolio wealth divided by compounded S 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…
10y analysis · Full analysis span regression · 6 months rolling