+2,989.4%
SHOP vs PODD
+218.3%
+2,771.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.1% | -2.4% | -4.1% |
| 7D | -10.6% | -6.9% | -3.7% | -7.7% |
| 30D | -18.3% | -3.5% | -14.8% | -17.1% |
| 3M | +14.8% | -13.6% | +28.4% | +18.7% |
| 6M | -5.0% | -42.6% | +37.6% | +17.6% |
| YTD | -21.2% | -51.5% | +30.2% | +5.4% |
| 1Y | -11.6% | -60.9% | +49.3% | +30.1% |
| 3Y | +101.2% | -19.8% | +121.0% | +97.0% |
| 5Y | -15.7% | -54.4% | +38.7% | +6.0% |
| 10Y | +2,989.4% | +236.1% | +2,753.4% | +2,158.0% |
| All | +2,989.4% | +218.3% | +2,771.1% | +2,158.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling