+3,831.6%
SMCI vs PODD
+736.9%
+3,094.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.5% | +5.2% | +2.6% |
| 7D | +9.7% | -4.1% | +13.8% | +10.8% |
| 30D | +29.3% | +0.8% | +28.5% | +28.8% |
| 3M | -8.5% | -6.1% | -2.4% | -8.5% |
| 6M | +28.6% | -40.0% | +68.6% | +42.6% |
| YTD | +37.5% | -49.9% | +87.5% | +60.0% |
| 1Y | +0.5% | -59.3% | +59.8% | +23.5% |
| 3Y | +43.4% | -17.2% | +60.7% | +44.4% |
| 5Y | +1,008.2% | -53.0% | +1,061.2% | +1,142.7% |
| 10Y | +1,776.0% | +226.1% | +1,549.9% | +1,110.9% |
| All | +3,831.6% | +736.9% | +3,094.7% | +1,470.9% |
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