+85.6%
SCHG vs PODD
-24.5%
+110.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.1% |
| 7D | -1.0% | -10.5% | +9.5% | +0.3% |
| 30D | -1.3% | -9.0% | +7.8% | -0.1% |
| 3M | +5.4% | -11.5% | +17.0% | +6.3% |
| 6M | +14.4% | -44.7% | +59.2% | +23.9% |
| YTD | +8.0% | -53.6% | +61.6% | +20.3% |
| 1Y | +12.7% | -61.0% | +73.7% | +28.9% |
| 3Y | +85.6% | -24.7% | +110.3% | +93.4% |
| All | +85.6% | -24.5% | +110.1% | +93.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling