+7.5%
SMR vs PODD
-47.3%
+54.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.5% |
| 7D | +13.1% | -6.9% | +20.0% | +15.0% |
| 30D | +17.8% | -3.5% | +21.2% | +18.5% |
| 3M | +8.1% | -13.6% | +21.7% | +10.4% |
| 6M | -11.1% | -42.6% | +31.5% | +2.5% |
| YTD | -23.7% | -51.5% | +27.8% | -7.3% |
| 1Y | -69.4% | -60.9% | -8.5% | -60.2% |
| 3Y | +82.6% | -19.8% | +102.4% | +98.2% |
| All | +7.5% | -47.3% | +54.7% | +22.1% |
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