+1,706.5%
SIMO vs PODD
+767.5%
+939.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -2.1% | +10.8% | +9.1% |
| 7D | +4.2% | +1.6% | +2.6% | +3.8% |
| 30D | +4.1% | +10.7% | -6.6% | +1.7% |
| 3M | -12.9% | +0.7% | -13.6% | -14.5% |
| 6M | +110.3% | -39.3% | +149.6% | +126.6% |
| YTD | +178.6% | -48.1% | +226.7% | +211.0% |
| 1Y | +220.0% | -57.4% | +277.4% | +272.4% |
| 3Y | +409.0% | -23.3% | +432.3% | +403.6% |
| 5Y | +277.3% | -51.3% | +328.6% | +296.1% |
| 10Y | +506.6% | +242.0% | +264.6% | +268.2% |
| All | +1,706.5% | +767.5% | +939.0% | +489.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling