+1,817.6%
SMH vs PODD
+223.0%
+1,594.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +2.0% |
| 7D | +0.3% | -10.5% | +10.8% | +3.0% |
| 30D | -2.8% | -9.0% | +6.2% | -0.8% |
| 3M | -6.7% | -11.5% | +4.8% | -5.7% |
| 6M | +41.8% | -44.7% | +86.5% | +61.0% |
| YTD | +57.9% | -53.6% | +111.4% | +88.0% |
| 1Y | +87.6% | -61.0% | +148.6% | +133.9% |
| 3Y | +282.9% | -24.7% | +307.6% | +282.5% |
| 5Y | +330.4% | -55.5% | +385.9% | +382.0% |
| All | +1,817.6% | +223.0% | +1,594.7% | +1,353.8% |
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