+2,121.1%
PODD vs SPXU
-100.0%
+2,221.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.3% | -1.6% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | +10.7% | +0.8% | +9.8% | +11.1% |
| 3M | +0.7% | -4.7% | +5.4% | -0.6% |
| 6M | -39.3% | -29.6% | -9.7% | -45.8% |
| YTD | -48.1% | -29.9% | -18.2% | -53.6% |
| 1Y | -57.4% | -39.1% | -18.4% | -63.5% |
| 3Y | -23.3% | -80.0% | +56.7% | -51.1% |
| 5Y | -51.3% | -86.0% | +34.8% | -67.3% |
| 10Y | +242.0% | -99.5% | +341.5% | -6.0% |
| All | +2,121.1% | -100.0% | +2,221.1% | +65.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling