-60.1%
PODD vs SAN
+49.3%
-109.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | -10.6% | -2.8% | -7.8% | -10.4% |
| 30D | -6.9% | -0.5% | -6.4% | -6.9% |
| 3M | -10.6% | +22.7% | -33.4% | -12.6% |
| 6M | -43.5% | +28.8% | -72.3% | -45.2% |
| YTD | -52.6% | +26.3% | -78.9% | -53.7% |
| 1Y | -60.1% | +48.8% | -109.0% | -61.3% |
| All | -60.1% | +49.3% | -109.4% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1y: compounded portfolio wealth divided by compounded SAN 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…
1y analysis · Full analysis span regression · 6 months rolling