-20.5%
ZBH vs PODD
-21.1%
+0.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.9% |
| 7D | -4.9% | -6.9% | +2.0% | -3.9% |
| 30D | -3.2% | -3.5% | +0.2% | -2.7% |
| 3M | +5.8% | -13.6% | +19.4% | +7.5% |
| 6M | +2.0% | -42.6% | +44.6% | +9.2% |
| YTD | +5.8% | -51.5% | +57.3% | +15.8% |
| 1Y | -7.9% | -60.9% | +53.0% | +3.5% |
| All | -20.5% | -21.1% | +0.6% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling