+156.7%
SIMO vs PODD
-52.5%
+209.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.2% | +10.3% | +4.3% |
| 7D | -22.0% | -2.1% | -19.9% | -21.9% |
| 30D | -43.0% | +9.0% | -52.1% | -43.2% |
| 3M | -39.1% | +5.2% | -44.3% | -39.3% |
| 6M | -33.3% | -3.2% | -30.1% | -33.6% |
| YTD | +77.0% | -48.5% | +125.4% | +92.8% |
| 1Y | +73.0% | -54.7% | +127.7% | +92.4% |
| 3Y | +215.7% | -7.8% | +223.5% | +215.5% |
| All | +156.7% | -52.5% | +209.2% | +220.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling