+14.5%
SHW vs PODD
-53.5%
+68.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.5% |
| 7D | +4.2% | -4.4% | +8.6% | +5.0% |
| 30D | +11.3% | +9.4% | +1.8% | +9.9% |
| 3M | -1.8% | +3.6% | -5.5% | -2.4% |
| 6M | +12.7% | -4.0% | +16.7% | +12.5% |
| YTD | +10.4% | -47.9% | +58.4% | +20.4% |
| 1Y | +4.7% | -53.8% | +58.5% | +16.1% |
| 3Y | +42.7% | -4.5% | +47.2% | +37.3% |
| 5Y | +14.5% | -51.9% | +66.4% | +17.9% |
| All | +14.5% | -53.5% | +68.1% | +17.9% |
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 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