+3,663.5%
SHOP vs PODD
+314.4%
+3,349.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.2% |
| 7D | -2.5% | -9.1% | +6.6% | +1.7% |
| 30D | -16.7% | +7.3% | -24.0% | -19.6% |
| 3M | -2.2% | +3.7% | -5.9% | -4.2% |
| 6M | +45.6% | -2.7% | +48.2% | +41.3% |
| YTD | -7.3% | -47.2% | +39.9% | +20.4% |
| 1Y | -6.1% | -54.0% | +47.9% | +29.9% |
| 3Y | +143.3% | -3.3% | +146.6% | +118.1% |
| 5Y | +0.2% | -52.3% | +52.5% | +24.2% |
| 10Y | +3,663.5% | +322.4% | +3,341.1% | +1,896.4% |
| All | +3,663.5% | +314.4% | +3,349.0% | +1,896.4% |
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