-21.1%
PODD vs SUI
+12.1%
-33.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.9% |
| 7D | +1.6% | -2.8% | +4.5% | +2.7% |
| 30D | +10.7% | -1.2% | +11.8% | +11.0% |
| 3M | +0.7% | -1.7% | +2.5% | +1.3% |
| 6M | -39.3% | -10.5% | -28.8% | -36.9% |
| YTD | -48.1% | -1.8% | -46.3% | -47.8% |
| 1Y | -57.4% | -4.1% | -53.3% | -56.9% |
| All | -21.1% | +12.1% | -33.2% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling