-60.9%
PODD vs SM
+46.0%
-106.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.6% | -3.1% |
| 7D | -6.9% | -0.2% | -6.7% | -6.9% |
| 30D | -3.5% | +20.3% | -23.7% | -3.2% |
| 3M | -13.6% | +22.9% | -36.5% | -13.3% |
| 6M | -42.6% | +47.8% | -90.5% | -41.6% |
| YTD | -51.5% | +107.5% | -158.9% | -50.2% |
| 1Y | -60.9% | +51.7% | -112.6% | -61.5% |
| All | -60.9% | +46.0% | -106.9% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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