+504.8%
QCOM vs PODD
+767.5%
-262.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.5% |
| 7D | +3.3% | +1.6% | +1.7% | +3.0% |
| 30D | +7.7% | +10.7% | -3.0% | +5.5% |
| 3M | -30.1% | +0.7% | -30.8% | -31.0% |
| 6M | +22.8% | -39.3% | +62.1% | +33.2% |
| YTD | +0.2% | -48.1% | +48.3% | +12.2% |
| 1Y | +7.9% | -57.4% | +65.3% | +25.4% |
| 3Y | +55.8% | -23.3% | +79.1% | +57.2% |
| 5Y | +30.1% | -51.3% | +81.3% | +40.3% |
| 10Y | +248.9% | +242.0% | +6.9% | +156.7% |
| All | +504.8% | +767.5% | -262.8% | +203.7% |
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