+130.8%
SLB vs PODD
-51.3%
+182.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.4% |
| 7D | +0.8% | +1.6% | -0.8% | +0.7% |
| 30D | +15.8% | +10.7% | +5.2% | +14.5% |
| 3M | -0.3% | +0.7% | -1.1% | -1.0% |
| 6M | +21.3% | -39.3% | +60.6% | +27.7% |
| YTD | +52.3% | -48.1% | +100.4% | +63.2% |
| 1Y | +63.6% | -57.4% | +121.0% | +79.3% |
| 3Y | +3.8% | -23.3% | +27.0% | +3.6% |
| All | +130.8% | -51.3% | +182.1% | +143.5% |
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 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