+455.3%
SN vs PODD
-46.8%
+502.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.3% | +0.7% | +2.4% |
| 7D | +7.6% | -2.5% | +10.1% | +8.1% |
| 30D | +24.1% | +10.7% | +13.3% | +21.0% |
| 3M | +23.7% | +6.1% | +17.6% | +21.6% |
| 6M | +105.5% | -2.8% | +108.3% | +102.5% |
| YTD | +105.1% | -47.3% | +152.4% | +139.8% |
| 1Y | +148.3% | -53.2% | +201.4% | +199.6% |
| 3Y | +438.7% | -2.0% | +440.7% | +421.4% |
| All | +455.3% | -46.8% | +502.2% | +612.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling