+186.8%
SO vs PODD
+324.2%
-137.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -0.9% | +1.2% |
| 7D | -1.1% | -2.5% | +1.4% | -1.0% |
| 30D | +8.6% | +10.7% | -2.2% | +7.7% |
| 3M | +1.8% | +6.1% | -4.3% | +1.2% |
| 6M | +3.6% | -2.8% | +6.4% | +3.4% |
| YTD | +9.9% | -47.3% | +57.2% | +14.3% |
| 1Y | +5.7% | -53.2% | +58.9% | +10.8% |
| 3Y | +52.5% | -2.0% | +54.5% | +49.1% |
| 5Y | +77.3% | -52.9% | +130.3% | +81.5% |
| 10Y | +186.8% | +321.1% | -134.3% | +176.3% |
| All | +186.8% | +324.2% | -137.4% | +176.3% |
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