+3,455.5%
SMH vs PODD
+767.5%
+2,688.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +3.0% |
| 7D | +2.5% | +1.6% | +0.9% | +2.2% |
| 30D | -0.5% | +10.7% | -11.1% | -2.7% |
| 3M | -9.6% | +0.7% | -10.4% | -11.2% |
| 6M | +42.1% | -39.3% | +81.4% | +54.1% |
| YTD | +57.4% | -48.1% | +105.6% | +76.4% |
| 1Y | +96.2% | -57.4% | +153.7% | +128.8% |
| 3Y | +267.9% | -23.3% | +291.2% | +268.8% |
| 5Y | +327.7% | -51.3% | +378.9% | +361.3% |
| 10Y | +1,764.6% | +242.0% | +1,522.6% | +1,233.4% |
| All | +3,455.5% | +767.5% | +2,688.0% | +1,570.9% |
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