+319.5%
SN vs PODD
-47.7%
+367.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.0% | -0.6% |
| 7D | -9.3% | +1.6% | -11.0% | -9.7% |
| 30D | -4.8% | +10.7% | -15.5% | -7.1% |
| 3M | +40.4% | +0.7% | +39.7% | +37.3% |
| 6M | +50.9% | -39.3% | +90.2% | +69.9% |
| YTD | +54.9% | -48.1% | +103.1% | +82.2% |
| 1Y | +43.0% | -57.4% | +100.5% | +77.8% |
| 3Y | +391.8% | -23.3% | +415.1% | +417.8% |
| All | +319.5% | -47.7% | +367.2% | +441.6% |
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 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