+151.9%
SHOP vs PODD
-3.5%
+155.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.1% | +1.5% |
| 7D | -2.7% | -2.5% | -0.2% | -2.0% |
| 30D | -11.0% | +10.7% | -21.7% | -13.4% |
| 3M | +0.3% | +6.1% | -5.8% | -1.4% |
| 6M | +37.7% | -2.8% | +40.5% | +34.8% |
| YTD | -5.5% | -47.3% | +41.8% | +13.9% |
| 1Y | -0.2% | -53.2% | +52.9% | +24.9% |
| 3Y | +151.9% | -2.0% | +153.9% | +147.2% |
| All | +151.9% | -3.5% | +155.4% | +147.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling