+555.8%
ROKU vs PODD
+136.9%
+418.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.8% |
| 7D | -2.6% | -10.6% | +7.9% | +2.2% |
| 30D | +2.1% | -6.9% | +9.1% | +5.0% |
| 3M | +31.8% | -10.6% | +42.4% | +35.2% |
| 6M | +53.3% | -43.5% | +96.7% | +91.1% |
| YTD | +42.1% | -52.6% | +94.7% | +92.0% |
| 1Y | +62.3% | -60.1% | +122.4% | +135.4% |
| 3Y | +84.6% | -21.7% | +106.3% | +79.1% |
| 5Y | -53.1% | -54.6% | +1.5% | -41.7% |
| All | +555.8% | +136.9% | +418.9% | +317.9% |
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 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