+571.7%
SMTC vs PODD
-20.7%
+592.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -3.5% | +13.5% | +10.7% |
| 7D | +22.9% | -4.1% | +27.1% | +23.9% |
| 30D | +16.6% | +0.8% | +15.9% | +15.6% |
| 3M | +2.4% | -6.1% | +8.5% | +1.3% |
| 6M | +98.3% | -40.0% | +138.2% | +129.4% |
| YTD | +120.7% | -49.9% | +170.6% | +175.6% |
| 1Y | +168.3% | -59.3% | +227.6% | +265.2% |
| 3Y | +571.7% | -17.2% | +588.9% | +594.5% |
| All | +571.7% | -20.7% | +592.4% | +594.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling