-6.9%
PODD vs SWK
+50.7%
-57.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +4.1% | -1.4% | +5.5% | +4.4% |
| 30D | +13.9% | +25.5% | -11.6% | +8.6% |
| 3M | +4.1% | +11.8% | -7.7% | +1.6% |
| 6M | +2.4% | +48.7% | -46.3% | -6.3% |
| YTD | -46.4% | +57.2% | -103.5% | -52.0% |
| 1Y | -54.2% | +75.3% | -129.4% | -60.1% |
| 3Y | -6.9% | +51.9% | -58.8% | -22.1% |
| All | -6.9% | +50.7% | -57.5% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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