-46.2%
SE vs PODD
-54.5%
+8.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.8% |
| 7D | -0.5% | +4.1% | -4.6% | -1.0% |
| 30D | -20.9% | +13.9% | -34.8% | -22.1% |
| 3M | -38.9% | +4.1% | -43.0% | -39.2% |
| 6M | -19.4% | +2.4% | -21.9% | -21.0% |
| YTD | -40.9% | -46.4% | +5.4% | -28.7% |
| 1Y | -46.2% | -54.2% | +8.0% | -30.0% |
| All | -46.2% | -54.5% | +8.3% | -30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling