+263.7%
QCOM vs PODD
+223.9%
+39.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.5% | +6.7% | +4.0% |
| 7D | +5.1% | -4.1% | +9.2% | +6.1% |
| 30D | +4.3% | +0.8% | +3.5% | +3.9% |
| 3M | -19.6% | -6.1% | -13.5% | -19.5% |
| 6M | +29.5% | -40.0% | +69.4% | +44.0% |
| YTD | +3.4% | -49.9% | +53.3% | +20.7% |
| 1Y | +10.9% | -59.3% | +70.2% | +36.3% |
| 3Y | +74.8% | -17.2% | +92.0% | +72.2% |
| 5Y | +36.2% | -53.0% | +89.2% | +50.5% |
| 10Y | +263.7% | +226.1% | +37.6% | +177.9% |
| All | +263.7% | +223.9% | +39.9% | +177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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