+492.8%
QCOM vs PODD
+761.8%
-269.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -6.2% | +11.7% | +6.7% |
| 7D | +0.4% | -2.1% | +2.5% | +0.8% |
| 30D | -6.6% | +9.0% | -15.7% | -8.2% |
| 3M | +3.7% | +5.2% | -1.5% | +2.4% |
| 6M | -13.3% | -3.2% | -10.2% | -14.2% |
| YTD | -1.8% | -48.5% | +46.7% | +9.9% |
| 1Y | -2.5% | -54.7% | +52.2% | +11.8% |
| 3Y | +47.0% | -7.8% | +54.8% | +43.4% |
| 5Y | +13.1% | -52.4% | +65.5% | +22.6% |
| 10Y | +224.7% | +315.9% | -91.2% | +132.1% |
| All | +492.8% | +761.8% | -269.0% | +197.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling