+54.1%
SO vs PODD
-4.1%
+58.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +1.1% |
| 7D | +1.4% | +4.1% | -2.7% | +1.2% |
| 30D | +4.7% | +13.9% | -9.1% | +4.0% |
| 3M | +1.7% | +4.1% | -2.4% | +1.4% |
| 6M | +2.2% | +2.4% | -0.3% | +1.7% |
| YTD | +10.0% | -46.4% | +56.3% | +11.7% |
| 1Y | +6.0% | -54.2% | +60.2% | +8.4% |
| 3Y | +54.1% | -6.9% | +61.0% | +48.0% |
| All | +54.1% | -4.1% | +58.2% | +48.0% |
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