-44.5%
PODD vs S
-51.7%
+7.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +4.1% | +2.0% | +2.1% | +3.7% |
| 30D | +13.9% | -2.7% | +16.6% | +14.0% |
| 3M | +4.1% | -6.9% | +11.0% | +4.5% |
| 6M | +2.4% | +38.1% | -35.6% | -4.6% |
| YTD | -46.4% | +48.0% | -94.4% | -51.1% |
| 1Y | -54.2% | +34.5% | -88.6% | -57.5% |
| 3Y | -6.9% | +38.3% | -45.2% | -17.6% |
| 5Y | -51.6% | -70.9% | +19.3% | -49.0% |
| All | -44.5% | -51.7% | +7.3% | -42.8% |
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