+37.0%
SHEL vs PODD
-61.6%
+98.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.4% |
| 7D | +3.9% | -10.6% | +14.5% | +4.0% |
| 30D | +7.0% | -6.9% | +13.9% | +7.0% |
| 3M | +12.5% | -10.6% | +23.1% | +12.9% |
| 6M | +14.8% | -43.5% | +58.2% | +14.4% |
| YTD | +34.2% | -52.6% | +86.8% | +32.4% |
| 1Y | +37.0% | -60.1% | +97.1% | +35.3% |
| All | +37.0% | -61.6% | +98.6% | +35.3% |
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