+162.0%
SO vs PODD
+218.3%
-56.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.5% |
| 7D | 0.0% | -6.9% | +6.9% | +0.5% |
| 30D | -2.5% | -3.5% | +1.0% | -2.3% |
| 3M | -4.2% | -13.6% | +9.4% | -3.5% |
| 6M | -7.7% | -42.6% | +35.0% | -4.4% |
| YTD | +3.8% | -51.5% | +55.3% | +8.6% |
| 1Y | +0.1% | -60.9% | +61.0% | +6.2% |
| 3Y | +44.2% | -19.8% | +64.0% | +43.0% |
| 5Y | +57.9% | -54.4% | +112.2% | +61.8% |
| 10Y | +162.0% | +236.1% | -74.1% | +155.5% |
| All | +162.0% | +218.3% | -56.3% | +155.5% |
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