-17.2%
PODD vs STZ
-50.3%
+33.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.6% | +2.1% | -2.3% |
| 7D | -4.1% | -7.4% | +3.3% | -2.5% |
| 30D | +0.8% | -10.9% | +11.7% | +3.2% |
| 3M | -6.1% | -13.4% | +7.3% | -3.4% |
| 6M | -40.0% | -16.2% | -23.8% | -37.9% |
| YTD | -49.9% | -10.4% | -39.5% | -49.0% |
| 1Y | -59.3% | -14.8% | -44.5% | -58.1% |
| 3Y | -17.2% | -50.1% | +32.9% | -7.5% |
| All | -17.2% | -50.3% | +33.1% | -7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling