+275.4%
SHEL vs PODD
+796.9%
-521.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.0% |
| 7D | +0.8% | +4.1% | -3.3% | +0.2% |
| 30D | -3.6% | +13.9% | -17.4% | -5.4% |
| 3M | +12.0% | +4.1% | +7.9% | +11.1% |
| 6M | +19.7% | +2.4% | +17.3% | +18.2% |
| YTD | +39.6% | -46.4% | +86.0% | +50.2% |
| 1Y | +36.4% | -54.2% | +90.6% | +49.8% |
| 3Y | +70.2% | -6.9% | +77.1% | +65.0% |
| 5Y | +169.2% | -51.6% | +220.8% | +179.0% |
| 10Y | +217.1% | +329.3% | -112.2% | +119.4% |
| All | +275.4% | +796.9% | -521.5% | +75.1% |
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