-53.7%
SMR vs PODD
-41.7%
-12.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.5% | -3.9% |
| 7D | -8.3% | +4.1% | -12.3% | -9.2% |
| 30D | -20.1% | +13.9% | -33.9% | -22.9% |
| 3M | -52.7% | +4.1% | -56.8% | -53.4% |
| 6M | -61.0% | +2.4% | -63.5% | -62.3% |
| YTD | -67.1% | -46.4% | -20.8% | -61.1% |
| 1Y | -79.9% | -54.2% | -25.7% | -74.9% |
| 3Y | +101.7% | -6.9% | +108.6% | +112.2% |
| All | -53.7% | -41.7% | -12.0% | -48.8% |
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 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