+83.9%
ROKU vs PODD
-24.5%
+108.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.0% |
| 7D | -0.4% | -10.5% | +10.1% | +2.4% |
| 30D | +2.1% | -9.0% | +11.1% | +4.4% |
| 3M | +29.5% | -11.5% | +41.0% | +31.7% |
| 6M | +53.8% | -44.7% | +98.5% | +79.6% |
| YTD | +42.8% | -53.6% | +96.4% | +75.9% |
| 1Y | +60.7% | -61.0% | +121.7% | +107.9% |
| 3Y | +83.9% | -24.7% | +108.6% | +63.3% |
| All | +83.9% | -24.5% | +108.4% | +63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling