+528.8%
SIMO vs PODD
+223.9%
+304.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.5% | +9.7% | +6.6% |
| 7D | +14.6% | -4.1% | +18.7% | +15.1% |
| 30D | +6.2% | +0.8% | +5.4% | +5.9% |
| 3M | +3.6% | -6.1% | +9.6% | +3.3% |
| 6M | +130.8% | -40.0% | +170.8% | +145.4% |
| YTD | +195.8% | -49.9% | +245.7% | +225.6% |
| 1Y | +225.0% | -59.3% | +284.3% | +271.0% |
| 3Y | +452.3% | -17.2% | +469.5% | +444.6% |
| 5Y | +303.6% | -53.0% | +356.6% | +327.3% |
| 10Y | +528.8% | +226.1% | +302.7% | +414.5% |
| All | +528.8% | +223.9% | +304.9% | +414.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling