+649.1%
SMTC vs PODD
+770.9%
-121.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.4% | -2.3% |
| 7D | -10.9% | -4.4% | -6.5% | -10.2% |
| 30D | -39.4% | +9.4% | -48.9% | -40.9% |
| 3M | -13.5% | +3.6% | -17.2% | -15.3% |
| 6M | -6.8% | -4.0% | -2.9% | -9.0% |
| YTD | +54.0% | -47.9% | +101.9% | +72.2% |
| 1Y | +50.8% | -53.8% | +104.6% | +73.2% |
| 3Y | +677.3% | -4.5% | +681.9% | +652.7% |
| 5Y | +28.7% | -51.9% | +80.6% | +40.0% |
| 10Y | +339.9% | +308.9% | +31.0% | +203.5% |
| All | +649.1% | +770.9% | -121.8% | +267.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling