+2,793.2%
SOXX vs PODD
+692.2%
+2,100.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.2% |
| 7D | +3.0% | -10.6% | +13.6% | +5.5% |
| 30D | -3.1% | -6.9% | +3.8% | -1.9% |
| 3M | -4.4% | -10.6% | +6.2% | -3.6% |
| 6M | +52.9% | -43.5% | +96.4% | +68.9% |
| YTD | +72.0% | -52.6% | +124.6% | +97.6% |
| 1Y | +105.1% | -60.1% | +165.2% | +144.5% |
| 3Y | +220.6% | -21.7% | +242.3% | +219.4% |
| 5Y | +244.8% | -54.6% | +299.4% | +279.2% |
| 10Y | +1,537.1% | +228.2% | +1,309.0% | +1,049.7% |
| All | +2,793.2% | +692.2% | +2,100.9% | +1,213.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling