+23.4%
SHW vs PODD
-20.7%
+44.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.9% |
| 7D | -1.2% | -4.1% | +2.9% | -0.7% |
| 30D | -11.6% | +0.8% | -12.4% | -11.7% |
| 3M | +9.1% | -6.1% | +15.2% | +9.2% |
| 6M | -0.7% | -40.0% | +39.3% | +4.6% |
| YTD | +1.4% | -49.9% | +51.3% | +9.0% |
| 1Y | -12.3% | -59.3% | +47.0% | -3.3% |
| 3Y | +23.4% | -17.2% | +40.6% | +19.7% |
| All | +23.4% | -20.7% | +44.1% | +19.7% |
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 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