-4.8%
SLB vs PODD
+223.9%
-228.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | -0.3% |
| 7D | +0.4% | -4.1% | +4.5% | +0.9% |
| 30D | +13.6% | +0.8% | +12.8% | +13.4% |
| 3M | +1.5% | -6.1% | +7.6% | +1.7% |
| 6M | +23.0% | -40.0% | +63.0% | +29.8% |
| YTD | +51.2% | -49.9% | +101.2% | +63.0% |
| 1Y | +63.5% | -59.3% | +122.8% | +80.5% |
| 3Y | +2.5% | -17.2% | +19.7% | +1.3% |
| 5Y | +139.2% | -53.0% | +192.2% | +149.4% |
| 10Y | -4.8% | +226.1% | -230.9% | -14.5% |
| All | -4.8% | +223.9% | -228.6% | -14.5% |
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 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