+878.2%
PODD vs SWK
+222.5%
+655.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.6% | -2.8% | -4.2% |
| 7D | +2.4% | +11.3% | -8.9% | -2.7% |
| 30D | +15.9% | +28.1% | -12.2% | +3.1% |
| 3M | +17.2% | +12.6% | +4.6% | +10.4% |
| 6M | -6.8% | +51.7% | -58.5% | -24.8% |
| YTD | -45.1% | +60.0% | -105.0% | -57.4% |
| 1Y | -50.3% | +72.7% | -123.0% | -63.1% |
| 3Y | -4.0% | +46.3% | -50.3% | -28.1% |
| 5Y | -49.3% | -24.6% | -24.7% | -49.0% |
| 10Y | +343.1% | +32.2% | +310.9% | +157.2% |
| All | +878.2% | +222.5% | +655.7% | +76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling