+217.9%
SIMO vs PODD
-4.1%
+222.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.1% | -7.7% | -5.5% |
| 7D | +4.1% | +4.1% | 0.0% | +4.4% |
| 30D | -24.0% | +13.9% | -37.8% | -23.2% |
| 3M | -31.8% | +4.1% | -35.9% | -31.2% |
| 6M | -36.9% | +2.4% | -39.3% | -36.5% |
| YTD | +84.8% | -46.4% | +131.2% | +112.0% |
| 1Y | +99.0% | -54.2% | +153.2% | +137.5% |
| 3Y | +217.9% | -6.9% | +224.8% | +217.5% |
| All | +217.9% | -4.1% | +222.0% | +217.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling