+157.8%
SMTC vs PODD
-61.6%
+219.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -3.4% |
| 7D | +17.5% | -10.6% | +28.1% | +15.0% |
| 30D | +21.3% | -6.9% | +28.2% | +20.1% |
| 3M | +3.1% | -10.6% | +13.8% | +2.5% |
| 6M | +81.7% | -43.5% | +125.2% | +90.8% |
| YTD | +115.9% | -52.6% | +168.6% | +135.4% |
| 1Y | +157.8% | -60.1% | +217.9% | +190.3% |
| All | +157.8% | -61.6% | +219.4% | +190.3% |
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