+880.6%
PODD vs XYL
+449.8%
+430.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | 0.0% | -1.2% |
| 7D | +1.6% | -5.0% | +6.7% | +3.8% |
| 30D | +10.7% | -13.2% | +23.9% | +17.2% |
| 3M | +0.7% | -3.7% | +4.4% | +2.1% |
| 6M | -39.3% | -17.7% | -21.6% | -34.5% |
| YTD | -48.1% | -21.5% | -26.6% | -43.2% |
| 1Y | -57.4% | -24.5% | -32.9% | -52.7% |
| 3Y | -23.3% | +6.9% | -30.2% | -27.7% |
| 5Y | -51.3% | -18.1% | -33.2% | -50.1% |
| 10Y | +242.0% | +134.7% | +107.3% | +117.8% |
| All | +880.6% | +449.8% | +430.8% | +375.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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