-52.0%
PODD vs STLD
+292.4%
-344.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.4% | -1.8% |
| 7D | +1.6% | +3.1% | -1.5% | +1.0% |
| 30D | +10.7% | -9.0% | +19.7% | +12.4% |
| 3M | +0.7% | -12.4% | +13.1% | +2.7% |
| 6M | -39.3% | +25.5% | -64.8% | -43.0% |
| YTD | -48.1% | +43.6% | -91.7% | -52.9% |
| 1Y | -57.4% | +87.2% | -144.6% | -63.7% |
| 3Y | -23.3% | +135.2% | -158.5% | -40.0% |
| All | -52.0% | +292.4% | -344.4% | -69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling