+8,844.7%
SHOP vs PODD
+426.6%
+8,418.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.1% | +1.2% |
| 7D | -2.7% | -2.5% | -0.2% | -1.7% |
| 30D | -11.0% | +10.7% | -21.7% | -15.0% |
| 3M | +0.3% | +6.1% | -5.8% | -2.6% |
| 6M | +37.7% | -2.8% | +40.5% | +34.2% |
| YTD | -5.5% | -47.3% | +41.8% | +20.2% |
| 1Y | -0.2% | -53.2% | +52.9% | +33.4% |
| 3Y | +151.9% | -2.0% | +153.9% | +128.7% |
| 5Y | -2.2% | -52.9% | +50.7% | +20.4% |
| 10Y | +3,647.2% | +321.1% | +3,326.1% | +2,212.9% |
| All | +8,844.7% | +426.6% | +8,418.1% | +6,143.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling