-2.0%
PODD vs S
+49.1%
-51.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +8.0% | -5.8% | +1.0% |
| 7D | -2.5% | +1.6% | -4.0% | -2.7% |
| 30D | +10.7% | -10.5% | +21.2% | +12.3% |
| 3M | +6.1% | +9.9% | -3.8% | +3.6% |
| 6M | -2.8% | +41.8% | -44.6% | -9.5% |
| YTD | -47.3% | +56.8% | -104.1% | -52.0% |
| 1Y | -53.2% | +39.0% | -92.2% | -56.5% |
| 3Y | -2.0% | +53.8% | -55.8% | -7.1% |
| All | -2.0% | +49.1% | -51.2% | -7.1% |
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