+215.2%
PODD vs TRMB
+121.9%
+93.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -2.7% |
| 7D | -10.5% | -3.0% | -7.5% | -9.2% |
| 30D | -9.0% | +2.3% | -11.4% | -10.1% |
| 3M | -11.5% | +15.3% | -26.9% | -17.2% |
| 6M | -44.7% | -14.7% | -30.0% | -40.6% |
| YTD | -53.6% | -26.4% | -27.2% | -46.9% |
| 1Y | -61.0% | -30.4% | -30.5% | -54.4% |
| 3Y | -24.7% | +13.5% | -38.2% | -33.1% |
| 5Y | -55.5% | -38.6% | -16.9% | -47.5% |
| All | +215.2% | +121.9% | +93.4% | +57.4% |
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