+35.0%
ZBH vs PODD
+796.9%
-762.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +24.0% |
| YTD | +15.7% | -46.4% | +62.1% | +28.0% |
| 1Y | +15.2% | -54.2% | +69.3% | +30.9% |
| 3Y | +0.3% | -6.9% | +7.2% | -2.1% |
| 5Y | -16.1% | -51.6% | +35.5% | -10.7% |
| 10Y | +17.8% | +329.3% | -311.4% | -17.7% |
| All | +35.0% | +796.9% | -762.0% | -30.4% |
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