+876.2%
SMTC vs PODD
+767.5%
+108.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -2.1% | +11.3% | +9.7% |
| 7D | +12.7% | +1.6% | +11.1% | +12.3% |
| 30D | +22.0% | +10.7% | +11.3% | +18.7% |
| 3M | -12.7% | +0.7% | -13.4% | -14.6% |
| 6M | +64.8% | -39.3% | +104.1% | +79.4% |
| YTD | +100.7% | -48.1% | +148.8% | +126.4% |
| 1Y | +146.9% | -57.4% | +204.3% | +191.1% |
| 3Y | +456.8% | -23.3% | +480.1% | +466.5% |
| 5Y | +89.2% | -51.3% | +140.5% | +106.7% |
| 10Y | +426.9% | +242.0% | +184.8% | +276.9% |
| All | +876.2% | +767.5% | +108.6% | +383.4% |
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