+62.2%
SPG vs PODD
+223.9%
-161.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +1.8% |
| 7D | 0.0% | -4.1% | +4.1% | +0.7% |
| 30D | -4.9% | +0.8% | -5.7% | -5.2% |
| 3M | +3.3% | -6.1% | +9.4% | +3.7% |
| 6M | +11.2% | -40.0% | +51.2% | +20.5% |
| YTD | +17.1% | -49.9% | +67.0% | +30.9% |
| 1Y | +21.6% | -59.3% | +80.9% | +40.9% |
| 3Y | +111.9% | -17.2% | +129.1% | +109.5% |
| 5Y | +106.9% | -53.0% | +159.9% | +121.4% |
| 10Y | +62.2% | +226.1% | -163.9% | +38.0% |
| All | +62.2% | +223.9% | -161.7% | +38.0% |
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 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