+56.4%
TXN vs PODD
-55.6%
+112.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.3% | -0.6% |
| 7D | +2.0% | -10.6% | +12.5% | +4.0% |
| 30D | -8.0% | -6.9% | -1.0% | -7.0% |
| 3M | -7.8% | -10.6% | +2.9% | -7.1% |
| 6M | +32.4% | -43.5% | +75.9% | +46.6% |
| YTD | +51.7% | -52.6% | +104.3% | +74.9% |
| 1Y | +44.3% | -60.1% | +104.4% | +72.9% |
| 3Y | +71.3% | -21.7% | +92.9% | +71.3% |
| 5Y | +56.4% | -54.6% | +111.0% | +71.7% |
| All | +56.4% | -55.6% | +112.0% | +71.7% |
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