+236.1%
PODD vs STLD
+1,092.9%
-856.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.2% | -3.1% |
| 7D | -6.9% | -2.8% | -4.1% | -6.4% |
| 30D | -3.5% | -10.4% | +6.9% | -1.7% |
| 3M | -13.6% | -10.6% | -3.0% | -12.3% |
| 6M | -42.6% | +32.7% | -75.3% | -46.4% |
| YTD | -51.5% | +42.8% | -94.3% | -55.4% |
| 1Y | -60.9% | +86.9% | -147.9% | -66.1% |
| 3Y | -19.8% | +143.8% | -163.6% | -35.4% |
| 5Y | -54.4% | +293.5% | -347.9% | -67.5% |
| 10Y | +236.1% | +1,122.7% | -886.6% | +52.2% |
| All | +236.1% | +1,092.9% | -856.8% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 10y: compounded portfolio wealth divided by compounded STLD 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…
10y analysis · Full analysis span regression · 6 months rolling