+42.4%
TEL vs PODD
-51.4%
+93.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.1% |
| 7D | +4.5% | +4.1% | +0.4% | +3.7% |
| 30D | +2.9% | +13.9% | -11.0% | +0.4% |
| 3M | +1.1% | +4.1% | -3.0% | +0.1% |
| 6M | +5.0% | +2.4% | +2.5% | +3.0% |
| YTD | -3.9% | -46.4% | +42.5% | +7.9% |
| 1Y | -7.4% | -54.2% | +46.7% | +7.6% |
| 3Y | +81.0% | -6.9% | +87.8% | +73.2% |
| All | +42.4% | -51.4% | +93.8% | +54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling