+597.0%
SE vs PODD
+127.5%
+469.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +2.6% |
| 7D | +0.6% | -4.1% | +4.7% | +2.4% |
| 30D | -0.1% | +0.8% | -0.9% | -0.8% |
| 3M | +34.1% | -6.1% | +40.2% | +34.0% |
| 6M | +23.2% | -40.0% | +63.2% | +48.3% |
| YTD | -11.2% | -49.9% | +38.8% | +16.1% |
| 1Y | -40.5% | -59.3% | +18.8% | -14.7% |
| 3Y | +196.3% | -17.2% | +213.5% | +179.5% |
| 5Y | -67.0% | -53.0% | -14.0% | -59.8% |
| All | +597.0% | +127.5% | +469.5% | +390.9% |
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