+8,434.7%
SHOP vs PODD
+418.4%
+8,016.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.5% | +0.3% |
| 7D | -5.1% | +1.6% | -6.7% | -5.8% |
| 30D | +0.6% | +10.7% | -10.1% | -3.9% |
| 3M | +25.0% | +0.7% | +24.3% | +20.3% |
| 6M | +11.9% | -39.3% | +51.2% | +34.0% |
| YTD | -9.9% | -48.1% | +38.2% | +15.7% |
| 1Y | 0.0% | -57.4% | +57.4% | +39.3% |
| 3Y | +117.5% | -23.3% | +140.8% | +119.1% |
| 5Y | -6.6% | -51.3% | +44.6% | +13.3% |
| 10Y | +3,320.3% | +242.0% | +3,078.3% | +2,140.3% |
| All | +8,434.7% | +418.4% | +8,016.3% | +5,907.9% |
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 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