-6.9%
PODD vs SBAC
-6.5%
-0.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.8% |
| 7D | +4.1% | +0.6% | +3.4% | +3.9% |
| 30D | +13.9% | +5.5% | +8.4% | +12.4% |
| 3M | +4.1% | +3.1% | +1.0% | +3.3% |
| 6M | +2.4% | -7.0% | +9.5% | +3.6% |
| YTD | -46.4% | +0.5% | -46.9% | -46.5% |
| 1Y | -54.2% | +0.2% | -54.4% | -54.2% |
| 3Y | -6.9% | -7.4% | +0.5% | -3.0% |
| All | -6.9% | -6.5% | -0.3% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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