+450.0%
SN vs PODD
-4.1%
+454.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +2.3% |
| 7D | +1.5% | +4.1% | -2.5% | +0.6% |
| 30D | +21.5% | +13.9% | +7.7% | +17.8% |
| 3M | +20.0% | +4.1% | +15.9% | +18.6% |
| 6M | +119.9% | +2.4% | +117.5% | +113.3% |
| YTD | +102.3% | -46.4% | +148.7% | +137.1% |
| 1Y | +148.0% | -54.2% | +202.2% | +204.6% |
| 3Y | +450.0% | -6.9% | +456.9% | +503.6% |
| All | +450.0% | -4.1% | +454.1% | +503.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling