-16.5%
SOUN vs PODD
-44.4%
+27.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.5% |
| 7D | -7.1% | -10.5% | +3.4% | -3.1% |
| 30D | -15.4% | -9.0% | -6.4% | -12.3% |
| 3M | -10.6% | -11.5% | +1.0% | -8.5% |
| 6M | -19.6% | -44.7% | +25.1% | -0.4% |
| YTD | -37.2% | -53.6% | +16.4% | -16.3% |
| 1Y | -57.1% | -61.0% | +3.9% | -38.7% |
| 3Y | +178.2% | -24.7% | +202.9% | +190.6% |
| All | -16.5% | -44.4% | +27.8% | -4.5% |
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