+1,117.7%
SCHG vs PODD
+853.1%
+264.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | 0.0% |
| 7D | -0.9% | -6.9% | +6.0% | +0.6% |
| 30D | -2.3% | -3.5% | +1.2% | -1.7% |
| 3M | +4.5% | -13.6% | +18.1% | +6.7% |
| 6M | +13.6% | -42.6% | +56.2% | +26.0% |
| YTD | +7.6% | -51.5% | +59.0% | +23.8% |
| 1Y | +13.0% | -60.9% | +74.0% | +36.1% |
| 3Y | +87.0% | -19.8% | +106.8% | +85.0% |
| 5Y | +82.9% | -54.4% | +137.2% | +99.7% |
| 10Y | +453.6% | +236.1% | +217.6% | +275.7% |
| All | +1,117.7% | +853.1% | +264.5% | +456.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling