+434.6%
SIMO vs PODD
+314.4%
+120.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.3% | +7.3% | +8.5% |
| 7D | +0.9% | -9.1% | +10.0% | +2.1% |
| 30D | -25.4% | +7.3% | -32.7% | -26.1% |
| 3M | -17.8% | +3.7% | -21.4% | -18.5% |
| 6M | -29.6% | -2.7% | -26.9% | -30.4% |
| YTD | +100.3% | -47.2% | +147.5% | +119.3% |
| 1Y | +100.4% | -54.0% | +154.4% | +125.0% |
| 3Y | +246.1% | -3.3% | +249.3% | +233.2% |
| 5Y | +189.8% | -52.3% | +242.1% | +207.9% |
| 10Y | +434.6% | +322.4% | +112.2% | +291.6% |
| All | +434.6% | +314.4% | +120.2% | +291.6% |
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