-43.6%
SE vs PODD
-60.5%
+16.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.7% |
| 7D | -3.6% | -6.9% | +3.3% | -2.7% |
| 30D | -5.3% | -3.5% | -1.9% | -4.9% |
| 3M | +28.1% | -13.6% | +41.7% | +29.3% |
| 6M | +20.7% | -42.6% | +63.3% | +38.0% |
| YTD | -14.8% | -51.5% | +36.7% | +3.8% |
| 1Y | -43.6% | -60.9% | +17.3% | -23.4% |
| All | -43.6% | -60.5% | +16.9% | -23.4% |
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 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