+339.6%
PODD vs TRMB
+102.3%
+237.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.5% | +2.3% |
| 7D | +4.1% | +2.8% | +1.2% | +2.8% |
| 30D | +13.9% | -5.9% | +19.7% | +14.9% |
| 3M | +4.1% | -3.3% | +7.4% | +3.6% |
| 6M | +2.4% | +1.3% | +1.1% | -0.3% |
| YTD | -46.4% | -29.0% | -17.4% | -39.0% |
| 1Y | -54.2% | -27.8% | -26.4% | -48.3% |
| 3Y | -6.9% | +36.3% | -43.2% | -24.7% |
| 5Y | -51.6% | -35.8% | -15.8% | -45.2% |
| All | +339.6% | +102.3% | +237.2% | +178.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling