-52.0%
PODD vs SUI
-32.0%
-20.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.9% |
| 7D | +1.6% | -2.8% | +4.5% | +3.1% |
| 30D | +10.7% | -1.2% | +11.8% | +11.1% |
| 3M | +0.7% | -1.7% | +2.5% | +1.5% |
| 6M | -39.3% | -10.5% | -28.8% | -35.8% |
| YTD | -48.1% | -1.8% | -46.3% | -47.8% |
| 1Y | -57.4% | -4.1% | -53.3% | -56.8% |
| 3Y | -23.3% | +11.3% | -34.5% | -31.3% |
| All | -52.0% | -32.0% | -20.0% | -39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling