-15.3%
ZBH vs PODD
-51.4%
+36.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -1.7% |
| 7D | -2.3% | +4.1% | -6.3% | -3.0% |
| 30D | +12.5% | +13.9% | -1.4% | +9.9% |
| 3M | +3.9% | +4.1% | -0.2% | +3.2% |
| 6M | +25.4% | +2.4% | +23.0% | +23.9% |
| YTD | +15.7% | -46.4% | +62.1% | +27.6% |
| 1Y | +15.2% | -54.2% | +69.3% | +30.3% |
| 3Y | +0.3% | -6.9% | +7.2% | -3.0% |
| All | -15.3% | -51.4% | +36.2% | -4.8% |
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