+87.6%
SMH vs PODD
-60.9%
+148.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.2% |
| 7D | +0.3% | -10.5% | +10.8% | -1.0% |
| 30D | -2.8% | -9.0% | +6.2% | -3.7% |
| 3M | -6.7% | -11.5% | +4.8% | -7.6% |
| 6M | +41.8% | -44.7% | +86.5% | +50.0% |
| YTD | +57.9% | -53.6% | +111.4% | +72.3% |
| 1Y | +87.6% | -61.0% | +148.6% | +117.2% |
| All | +87.6% | -60.9% | +148.6% | +117.2% |
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