+2.7%
SLB vs PODD
+781.2%
-778.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.3% | +0.5% |
| 7D | -3.7% | -2.5% | -1.2% | -3.3% |
| 30D | +2.9% | +10.7% | -7.8% | +0.8% |
| 3M | +0.2% | +6.1% | -5.9% | -1.2% |
| 6M | -4.4% | -2.8% | -1.6% | -5.2% |
| YTD | +33.4% | -47.3% | +80.7% | +47.6% |
| 1Y | +40.8% | -53.2% | +93.9% | +58.9% |
| 3Y | +3.2% | -2.0% | +5.2% | -1.8% |
| 5Y | +64.8% | -52.9% | +117.7% | +74.2% |
| 10Y | -16.6% | +321.1% | -337.6% | -48.8% |
| All | +2.7% | +781.2% | -778.6% | -59.4% |
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 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