+824.1%
PODD vs TRMB
+291.0%
+533.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.0% | -1.6% |
| 7D | +1.6% | -2.5% | +4.1% | +2.8% |
| 30D | +10.7% | +1.5% | +9.2% | +9.8% |
| 3M | +0.7% | +6.8% | -6.0% | -2.2% |
| 6M | -39.3% | -14.9% | -24.3% | -34.8% |
| YTD | -48.1% | -24.1% | -24.0% | -41.7% |
| 1Y | -57.4% | -25.4% | -32.0% | -52.1% |
| 3Y | -23.3% | +8.0% | -31.3% | -29.4% |
| 5Y | -51.3% | -37.3% | -14.0% | -43.5% |
| 10Y | +242.0% | +116.8% | +125.2% | +114.4% |
| All | +824.1% | +291.0% | +533.1% | +195.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling