-25.6%
TGT vs PODD
-55.6%
+30.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.7% |
| 7D | -5.0% | -10.6% | +5.5% | -3.3% |
| 30D | +3.0% | -6.9% | +10.0% | +4.3% |
| 3M | +22.6% | -10.6% | +33.3% | +24.2% |
| 6M | +31.2% | -43.5% | +74.7% | +43.1% |
| YTD | +63.7% | -52.6% | +116.3% | +84.3% |
| 1Y | +78.5% | -60.1% | +138.6% | +107.0% |
| 3Y | +40.5% | -21.7% | +62.2% | +37.0% |
| 5Y | -25.6% | -54.6% | +29.0% | -21.2% |
| All | -25.6% | -55.6% | +30.0% | -21.2% |
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