-54.4%
PODD vs TRMB
-39.0%
-15.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.7% | -1.9% |
| 7D | -6.9% | -2.9% | -4.0% | -5.5% |
| 30D | -3.5% | -1.8% | -1.7% | -2.7% |
| 3M | -13.6% | +8.4% | -22.0% | -16.8% |
| 6M | -42.6% | -18.5% | -24.1% | -36.9% |
| YTD | -51.5% | -26.7% | -24.7% | -44.2% |
| 1Y | -60.9% | -28.3% | -32.6% | -54.8% |
| 3Y | -19.8% | +12.6% | -32.4% | -30.1% |
| 5Y | -54.4% | -38.7% | -15.7% | -41.6% |
| All | -54.4% | -39.0% | -15.4% | -41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling