-10.4%
SHW vs PODD
-60.5%
+50.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.4% |
| 7D | -3.2% | -6.9% | +3.7% | -2.5% |
| 30D | -11.4% | -3.5% | -7.9% | -11.1% |
| 3M | +3.5% | -13.6% | +17.1% | +4.2% |
| 6M | -3.4% | -42.6% | +39.3% | +1.2% |
| YTD | -0.3% | -51.5% | +51.1% | +6.2% |
| 1Y | -10.4% | -60.9% | +50.5% | -2.7% |
| All | -10.4% | -60.5% | +50.1% | -2.7% |
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