+447.8%
SCHG vs PODD
+223.0%
+224.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.3% |
| 7D | -1.0% | -10.5% | +9.5% | +1.3% |
| 30D | -1.3% | -9.0% | +7.8% | +0.6% |
| 3M | +5.4% | -11.5% | +17.0% | +7.1% |
| 6M | +14.4% | -44.7% | +59.2% | +28.2% |
| YTD | +8.0% | -53.6% | +61.6% | +25.7% |
| 1Y | +12.7% | -61.0% | +73.7% | +36.1% |
| 3Y | +85.6% | -24.7% | +110.3% | +85.9% |
| 5Y | +85.5% | -55.5% | +141.0% | +103.7% |
| All | +447.8% | +223.0% | +224.9% | +336.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling