+15.0%
SHW vs PODD
-53.4%
+68.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.8% |
| 7D | -1.2% | -4.1% | +2.9% | -0.6% |
| 30D | -11.6% | +0.8% | -12.4% | -11.7% |
| 3M | +9.1% | -6.1% | +15.2% | +9.4% |
| 6M | -0.7% | -40.0% | +39.3% | +6.0% |
| YTD | +1.4% | -49.9% | +51.3% | +11.1% |
| 1Y | -12.3% | -59.3% | +47.0% | -0.9% |
| 3Y | +23.4% | -17.2% | +40.6% | +21.1% |
| 5Y | +15.0% | -53.0% | +68.0% | +20.7% |
| All | +15.0% | -53.4% | +68.4% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling