-48.5%
PODD vs SPXU
-30.4%
-18.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -4.9% | +11.4% | +6.1% |
| 7D | +10.8% | +2.2% | +8.6% | +11.0% |
| 30D | +21.7% | +3.8% | +17.9% | +22.1% |
| 3M | -1.1% | +3.3% | -4.4% | -0.7% |
| 6M | -3.7% | -16.7% | +13.0% | -6.7% |
| YTD | -41.9% | -28.6% | -13.3% | -45.1% |
| 1Y | -48.5% | -30.6% | -17.9% | -51.7% |
| All | -48.5% | -30.4% | -18.1% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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