+368.1%
TGT vs PODD
+796.9%
-428.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | 0.0% |
| 7D | +2.6% | +4.1% | -1.4% | +2.0% |
| 30D | +4.7% | +13.9% | -9.2% | +2.4% |
| 3M | +4.6% | +4.1% | +0.4% | +3.7% |
| 6M | +34.9% | +2.4% | +32.4% | +33.2% |
| YTD | +70.9% | -46.4% | +117.3% | +86.7% |
| 1Y | +84.4% | -54.2% | +138.5% | +106.5% |
| 3Y | +69.1% | -6.9% | +76.0% | +64.1% |
| 5Y | -26.9% | -51.6% | +24.6% | -22.8% |
| 10Y | +207.6% | +329.3% | -121.6% | +110.2% |
| All | +368.1% | +796.9% | -428.8% | +87.9% |
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