+1,770.3%
SMCI vs PODD
+223.0%
+1,547.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.0% | +9.3% | +7.8% |
| 7D | +1.3% | -10.5% | +11.8% | +4.3% |
| 30D | +6.6% | -9.0% | +15.7% | +9.1% |
| 3M | +25.4% | -11.5% | +37.0% | +26.7% |
| 6M | +26.1% | -44.7% | +70.9% | +45.0% |
| YTD | +37.0% | -53.6% | +90.6% | +65.9% |
| 1Y | -8.8% | -61.0% | +52.2% | +16.4% |
| 3Y | +44.6% | -24.7% | +69.3% | +50.4% |
| 5Y | +995.9% | -55.5% | +1,051.4% | +1,156.7% |
| All | +1,770.3% | +223.0% | +1,547.4% | +1,363.7% |
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