-11.6%
SHOP vs PODD
-60.5%
+48.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.1% | -2.4% | -5.0% |
| 7D | -10.6% | -6.9% | -3.7% | -9.7% |
| 30D | -18.3% | -3.5% | -14.8% | -17.8% |
| 3M | +14.8% | -13.6% | +28.4% | +14.6% |
| 6M | -5.0% | -42.6% | +37.6% | +11.5% |
| YTD | -21.2% | -51.5% | +30.2% | -3.0% |
| 1Y | -11.6% | -60.9% | +49.3% | +16.9% |
| All | -11.6% | -60.5% | +48.9% | +16.9% |
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