+66.6%
SMTC vs PODD
-54.2%
+120.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.7% |
| 7D | +30.5% | -4.4% | +34.9% | +28.9% |
| 30D | -30.9% | +8.1% | -39.0% | -28.9% |
| 3M | -14.7% | +2.9% | -17.6% | -12.4% |
| 6M | -9.6% | -5.7% | -3.8% | -5.9% |
| YTD | +62.1% | -47.5% | +109.6% | +92.9% |
| 1Y | +66.6% | -55.7% | +122.3% | +113.8% |
| All | +66.6% | -54.2% | +120.8% | +113.8% |
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 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