+398.8%
SN vs PODD
-10.3%
+409.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.2% | +8.8% | +4.1% |
| 7D | +7.2% | -2.1% | +9.3% | +7.6% |
| 30D | +20.4% | +9.0% | +11.3% | +17.8% |
| 3M | +23.9% | +5.2% | +18.7% | +22.1% |
| 6M | +93.0% | -3.2% | +96.2% | +89.7% |
| YTD | +99.2% | -48.5% | +147.7% | +135.4% |
| 1Y | +142.6% | -54.7% | +197.3% | +197.5% |
| 3Y | +398.8% | -7.8% | +406.6% | +421.2% |
| All | +398.8% | -10.3% | +409.1% | +421.2% |
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