+419.3%
SIMO vs PODD
-22.0%
+441.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -2.1% | +10.8% | +8.6% |
| 7D | +4.2% | +1.6% | +2.6% | +4.3% |
| 30D | +4.1% | +10.7% | -6.6% | +4.2% |
| 3M | -12.9% | +0.7% | -13.6% | -13.0% |
| 6M | +110.3% | -39.3% | +149.6% | +125.8% |
| YTD | +178.6% | -48.1% | +226.7% | +209.9% |
| 1Y | +220.0% | -57.4% | +277.4% | +270.4% |
| All | +419.3% | -22.0% | +441.3% | +423.1% |
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