-7.2%
SYK vs PODD
-23.0%
+15.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -1.5% |
| 7D | -12.3% | -10.6% | -1.8% | -10.2% |
| 30D | -22.4% | -6.9% | -15.5% | -21.2% |
| 3M | -12.3% | -10.6% | -1.7% | -10.8% |
| 6M | -24.3% | -43.5% | +19.2% | -16.1% |
| YTD | -22.8% | -52.6% | +29.9% | -11.4% |
| 1Y | -28.8% | -60.1% | +31.3% | -15.8% |
| All | -7.2% | -23.0% | +15.7% | -7.2% |
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