+1,934.0%
SHW vs PODD
+782.5%
+1,151.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | -2.1% | -9.1% | +7.0% | -0.7% |
| 30D | +11.1% | +7.3% | +3.8% | +9.9% |
| 3M | -2.2% | +3.7% | -5.8% | -2.8% |
| 6M | +14.3% | -2.7% | +17.0% | +13.9% |
| YTD | +10.6% | -47.2% | +57.8% | +20.6% |
| 1Y | +4.1% | -54.0% | +58.1% | +15.8% |
| 3Y | +42.9% | -3.3% | +46.1% | +38.4% |
| 5Y | +14.2% | -52.3% | +66.5% | +20.2% |
| 10Y | +346.7% | +322.4% | +24.4% | +226.7% |
| All | +1,934.0% | +782.5% | +1,151.5% | +1,081.7% |
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 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