-2.7%
SMCI vs PODD
-57.0%
+54.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.1% | +6.6% | +4.2% |
| 7D | +6.8% | +1.6% | +5.1% | +7.0% |
| 30D | +30.6% | +10.7% | +19.9% | +32.7% |
| 3M | -15.6% | +0.7% | -16.3% | -14.1% |
| 6M | +21.3% | -39.3% | +60.5% | +34.7% |
| YTD | +35.3% | -48.1% | +83.4% | +58.3% |
| 1Y | -2.7% | -57.4% | +54.7% | +23.1% |
| All | -2.7% | -57.0% | +54.3% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling