-52.6%
PODD vs SUI
-27.8%
-24.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | -4.4% | -3.8% | -0.5% | -2.3% |
| 30D | +8.1% | +3.9% | +4.1% | +5.8% |
| 3M | +2.9% | +0.2% | +2.7% | +2.5% |
| 6M | -5.7% | -4.2% | -1.6% | -3.9% |
| YTD | -47.5% | -2.5% | -44.9% | -47.0% |
| 1Y | -55.7% | -4.0% | -51.7% | -54.9% |
| 3Y | -3.7% | +16.5% | -20.3% | -16.7% |
| 5Y | -52.6% | -27.2% | -25.4% | -38.8% |
| All | -52.6% | -27.8% | -24.8% | -38.8% |
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