+921.6%
SMCI vs PODD
-55.6%
+977.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.6% | -3.3% |
| 7D | -1.3% | -10.6% | +9.3% | +1.8% |
| 30D | +18.3% | -6.9% | +25.2% | +20.5% |
| 3M | +27.7% | -10.6% | +38.3% | +28.6% |
| 6M | +17.6% | -43.5% | +61.1% | +37.9% |
| YTD | +27.7% | -52.6% | +80.3% | +59.9% |
| 1Y | -14.9% | -60.1% | +45.2% | +13.7% |
| 3Y | +33.2% | -21.7% | +54.8% | +37.9% |
| 5Y | +921.6% | -54.6% | +976.2% | +1,028.1% |
| All | +921.6% | -55.6% | +977.2% | +1,028.1% |
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 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