-53.0%
PODD vs SBAC
-43.9%
-9.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | -4.1% | -0.1% | -4.0% | -4.1% |
| 30D | +0.8% | +3.2% | -2.5% | -0.5% |
| 3M | -6.1% | -5.1% | -1.0% | -4.2% |
| 6M | -40.0% | -2.1% | -37.9% | -39.9% |
| YTD | -49.9% | -0.5% | -49.4% | -50.6% |
| 1Y | -59.3% | +1.1% | -60.4% | -60.2% |
| 3Y | -17.2% | -7.4% | -9.8% | -18.6% |
| 5Y | -53.0% | -44.3% | -8.7% | -39.0% |
| All | -53.0% | -43.9% | -9.0% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling