-8.4%
PODD vs TECH
+29.5%
-37.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.3% |
| 7D | -9.1% | +0.1% | -9.2% | -9.1% |
| 30D | +7.3% | +0.3% | +7.0% | +7.2% |
| 3M | +3.7% | +1.0% | +2.7% | +3.4% |
| 6M | -2.7% | +54.0% | -56.7% | -15.5% |
| YTD | -47.2% | +24.3% | -71.5% | -51.5% |
| 1Y | -54.0% | +23.7% | -77.7% | -57.7% |
| All | -8.4% | +29.5% | -37.8% | -22.8% |
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