+835.4%
PODD vs TECH
+493.5%
+341.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | -4.4% | +0.2% | -4.6% | -4.5% |
| 30D | +8.1% | +0.5% | +7.6% | +7.8% |
| 3M | +2.9% | +1.0% | +2.0% | +2.4% |
| 6M | -5.7% | +54.1% | -59.8% | -27.0% |
| YTD | -47.5% | +24.4% | -71.9% | -55.2% |
| 1Y | -55.7% | +19.3% | -75.0% | -61.4% |
| 3Y | -3.7% | +28.5% | -32.3% | -27.9% |
| 5Y | -52.6% | -41.0% | -11.6% | -43.2% |
| 10Y | +320.3% | +189.3% | +131.0% | +55.0% |
| All | +835.4% | +493.5% | +341.9% | +86.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling