+365.7%
SE vs PODD
+134.3%
+231.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.2% | +6.3% | +2.8% |
| 7D | +2.0% | -2.1% | +4.1% | +2.9% |
| 30D | -20.0% | +9.0% | -29.0% | -23.1% |
| 3M | -31.8% | +5.2% | -37.0% | -33.7% |
| 6M | -15.9% | -3.2% | -12.7% | -17.8% |
| YTD | -40.6% | -48.5% | +7.8% | -23.6% |
| 1Y | -50.7% | -54.7% | +4.0% | -32.8% |
| 3Y | +70.3% | -7.8% | +78.1% | +53.5% |
| 5Y | -78.8% | -52.4% | -26.4% | -74.3% |
| All | +365.7% | +134.3% | +231.5% | +222.8% |
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