-53.0%
PODD vs TECH
-41.8%
-11.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.4% | -3.5% |
| 7D | -4.1% | +0.2% | -4.3% | -4.2% |
| 30D | +0.8% | +0.1% | +0.6% | +0.7% |
| 3M | -6.1% | +37.5% | -43.6% | -18.1% |
| 6M | -40.0% | +34.6% | -74.5% | -47.6% |
| YTD | -49.9% | +23.5% | -73.4% | -55.1% |
| 1Y | -59.3% | +34.4% | -93.7% | -65.1% |
| 3Y | -17.2% | +2.3% | -19.5% | -24.3% |
| 5Y | -53.0% | -41.7% | -11.3% | -44.8% |
| All | -53.0% | -41.8% | -11.2% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling