+226.1%
PODD vs SUI
+104.3%
+121.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.9% |
| 7D | -4.1% | -3.1% | -1.0% | -2.8% |
| 30D | +0.8% | -2.3% | +3.1% | +1.7% |
| 3M | -6.1% | -2.8% | -3.3% | -5.0% |
| 6M | -40.0% | -12.4% | -27.6% | -36.5% |
| YTD | -49.9% | -3.3% | -46.6% | -49.3% |
| 1Y | -59.3% | -5.8% | -53.5% | -58.4% |
| 3Y | -17.2% | +12.5% | -29.7% | -23.6% |
| 5Y | -53.0% | -32.9% | -20.1% | -46.4% |
| 10Y | +226.1% | +104.4% | +121.7% | +169.3% |
| All | +226.1% | +104.3% | +121.8% | +169.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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