-6.1%
SHOP vs PODD
-53.4%
+47.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.6% |
| 7D | -2.5% | -9.1% | +6.6% | -0.8% |
| 30D | -16.7% | +7.3% | -24.0% | -17.6% |
| 3M | -2.2% | +3.7% | -5.9% | -2.9% |
| 6M | +45.6% | -2.7% | +48.2% | +40.8% |
| YTD | -7.3% | -47.2% | +39.9% | +15.7% |
| 1Y | -6.1% | -54.0% | +47.9% | +23.9% |
| All | -6.1% | -53.4% | +47.3% | +23.9% |
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