-68.1%
SE vs PODD
-51.3%
-16.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | 0.0% |
| 7D | -6.1% | +1.6% | -7.7% | -6.8% |
| 30D | -2.5% | +10.7% | -13.1% | -6.9% |
| 3M | +21.7% | +0.7% | +21.0% | +17.6% |
| 6M | +27.0% | -39.3% | +66.3% | +53.4% |
| YTD | -12.1% | -48.1% | +36.0% | +14.4% |
| 1Y | -40.9% | -57.4% | +16.5% | -15.6% |
| 3Y | +191.0% | -23.3% | +214.3% | +183.6% |
| All | -68.1% | -51.3% | -16.7% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling