+119.0%
SMTC vs PODD
-54.3%
+173.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.6% |
| 7D | +22.5% | -6.9% | +29.4% | +24.6% |
| 30D | +24.9% | -3.5% | +28.3% | +25.1% |
| 3M | +4.1% | -13.6% | +17.7% | +5.7% |
| 6M | +92.6% | -42.6% | +135.2% | +121.7% |
| YTD | +122.5% | -51.5% | +174.0% | +171.9% |
| 1Y | +166.2% | -60.9% | +227.1% | +250.9% |
| 3Y | +577.2% | -19.8% | +596.9% | +586.2% |
| 5Y | +119.0% | -54.4% | +173.3% | +163.2% |
| All | +119.0% | -54.3% | +173.3% | +163.2% |
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