-48.5%
PODD vs STZ
+14.7%
-63.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +5.3% | +1.2% | +5.2% |
| 7D | +10.8% | +13.0% | -2.2% | +7.5% |
| 30D | +21.7% | +29.4% | -7.7% | +14.5% |
| 3M | -1.1% | +11.6% | -12.7% | -3.9% |
| 6M | -3.7% | -0.2% | -3.5% | -5.5% |
| YTD | -41.9% | +8.6% | -50.5% | -41.3% |
| 1Y | -48.5% | +15.9% | -64.4% | -45.2% |
| All | -48.5% | +14.7% | -63.2% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling