+28.7%
SMTC vs PODD
-53.5%
+82.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.4% | -2.3% |
| 7D | -10.9% | -4.4% | -6.5% | -10.1% |
| 30D | -39.4% | +9.4% | -48.9% | -41.1% |
| 3M | -13.5% | +3.6% | -17.2% | -15.5% |
| 6M | -6.8% | -4.0% | -2.9% | -9.5% |
| YTD | +54.0% | -47.9% | +101.9% | +83.8% |
| 1Y | +50.8% | -53.8% | +104.6% | +87.7% |
| 3Y | +677.3% | -4.5% | +681.9% | +650.0% |
| 5Y | +28.7% | -51.9% | +80.6% | +63.6% |
| All | +28.7% | -53.5% | +82.2% | +63.6% |
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