-21.3%
PODD vs TECH
+1.4%
-22.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -6.9% | -0.1% | -6.8% | -6.9% |
| 30D | -3.5% | +0.3% | -3.7% | -3.5% |
| 3M | -13.6% | +32.9% | -46.5% | -21.5% |
| 6M | -42.6% | +32.1% | -74.7% | -48.1% |
| YTD | -51.5% | +23.4% | -74.9% | -55.4% |
| 1Y | -60.9% | +34.1% | -95.0% | -65.2% |
| All | -21.3% | +1.4% | -22.7% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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