-4.9%
SHOP vs PODD
-48.3%
+43.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.6% | +0.8% | +6.2% |
| 7D | -9.0% | +10.8% | -19.8% | -10.5% |
| 30D | -4.4% | +21.7% | -26.1% | -7.4% |
| 3M | +24.1% | -1.1% | +25.2% | +22.5% |
| 6M | +20.0% | -3.7% | +23.7% | +19.1% |
| YTD | -4.9% | -41.9% | +37.0% | +14.3% |
| 1Y | -4.9% | -48.5% | +43.6% | +18.6% |
| All | -4.9% | -48.3% | +43.4% | +18.6% |
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