+1.7%
SLB vs PODD
+761.8%
-760.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.2% | +6.7% | +1.7% |
| 7D | -7.1% | -2.1% | -5.0% | -6.9% |
| 30D | +4.1% | +9.0% | -5.0% | +2.2% |
| 3M | -2.6% | +5.2% | -7.8% | -3.9% |
| 6M | -8.6% | -3.2% | -5.4% | -9.3% |
| YTD | +32.2% | -48.5% | +80.7% | +46.8% |
| 1Y | +40.7% | -54.7% | +95.3% | +59.8% |
| 3Y | -4.5% | -7.8% | +3.3% | -8.1% |
| 5Y | +66.4% | -52.4% | +118.8% | +75.4% |
| 10Y | -15.1% | +315.9% | -331.0% | -47.8% |
| All | +1.7% | +761.8% | -760.1% | -59.6% |
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