+226.8%
SOXX vs PODD
-24.5%
+251.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.1% |
| 7D | +1.4% | -10.5% | +11.9% | +2.7% |
| 30D | -3.6% | -9.0% | +5.5% | -2.6% |
| 3M | -10.2% | -11.5% | +1.4% | -10.0% |
| 6M | +54.2% | -44.7% | +99.0% | +71.9% |
| YTD | +75.2% | -53.6% | +128.8% | +104.6% |
| 1Y | +107.5% | -61.0% | +168.5% | +153.6% |
| 3Y | +226.8% | -24.7% | +251.5% | +240.9% |
| All | +226.8% | -24.5% | +251.3% | +240.9% |
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