+249.4%
SHEL vs PODD
+767.5%
-518.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.7% | +1.0% |
| 7D | +2.2% | +1.6% | +0.6% | +2.0% |
| 30D | +6.8% | +10.7% | -3.8% | +5.3% |
| 3M | +8.1% | +0.7% | +7.4% | +7.3% |
| 6M | +14.4% | -39.3% | +53.7% | +21.3% |
| YTD | +30.0% | -48.1% | +78.1% | +40.7% |
| 1Y | +33.3% | -57.4% | +90.8% | +48.1% |
| 3Y | +66.4% | -23.3% | +89.7% | +65.5% |
| 5Y | +178.6% | -51.3% | +229.8% | +188.5% |
| 10Y | +198.4% | +242.0% | -43.6% | +113.6% |
| All | +249.4% | +767.5% | -518.1% | +64.1% |
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