+69.5%
SMTC vs PODD
-54.5%
+124.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -3.5% |
| 7D | +11.0% | +4.1% | +7.0% | +12.2% |
| 30D | -28.5% | +13.9% | -42.3% | -25.5% |
| 3M | -14.2% | +4.1% | -18.3% | -11.4% |
| 6M | -18.0% | +2.4% | -20.4% | -14.5% |
| YTD | +55.5% | -46.4% | +101.9% | +85.3% |
| 1Y | +69.5% | -54.2% | +123.7% | +114.7% |
| All | +69.5% | -54.5% | +124.0% | +114.7% |
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