-17.2%
PODD vs S
+13.8%
-31.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.3% | -3.1% |
| 7D | -4.1% | -5.8% | +1.7% | -3.1% |
| 30D | +0.8% | -9.2% | +10.0% | +2.2% |
| 3M | -6.1% | +23.4% | -29.5% | -10.1% |
| 6M | -40.0% | +36.9% | -76.9% | -44.1% |
| YTD | -49.9% | +29.5% | -79.5% | -53.0% |
| 1Y | -59.3% | +5.4% | -64.7% | -60.3% |
| 3Y | -17.2% | +14.7% | -31.9% | -34.2% |
| All | -17.2% | +13.8% | -31.0% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling