+14.1%
QCOM vs PODD
-51.4%
+65.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.8% | -3.2% |
| 7D | +4.3% | +4.1% | +0.2% | +3.2% |
| 30D | -0.1% | +13.9% | -13.9% | -3.3% |
| 3M | +5.2% | +4.1% | +1.1% | +3.9% |
| 6M | -18.4% | +2.4% | -20.8% | -20.5% |
| YTD | +2.4% | -46.4% | +48.8% | +19.6% |
| 1Y | +0.9% | -54.2% | +55.1% | +23.3% |
| 3Y | +48.4% | -6.9% | +55.2% | +40.8% |
| All | +14.1% | -51.4% | +65.5% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling