+1,037.9%
TXN vs PODD
+767.5%
+270.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.2% |
| 7D | -0.1% | +1.6% | -1.7% | -0.4% |
| 30D | -6.9% | +10.7% | -17.6% | -8.7% |
| 3M | -14.9% | +0.7% | -15.7% | -16.1% |
| 6M | +29.0% | -39.3% | +68.3% | +38.5% |
| YTD | +51.5% | -48.1% | +99.6% | +67.2% |
| 1Y | +41.6% | -57.4% | +99.0% | +61.7% |
| 3Y | +65.8% | -23.3% | +89.1% | +66.6% |
| 5Y | +56.8% | -51.3% | +108.1% | +66.5% |
| 10Y | +387.5% | +242.0% | +145.4% | +258.4% |
| All | +1,037.9% | +767.5% | +270.3% | +474.3% |
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