+116.5%
SPG vs PODD
+324.2%
-207.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.2% | +1.6% |
| 7D | +5.1% | -2.5% | +7.6% | +5.5% |
| 30D | +16.8% | +10.7% | +6.1% | +14.6% |
| 3M | +5.7% | +6.1% | -0.5% | +4.3% |
| 6M | +17.8% | -2.8% | +20.6% | +17.2% |
| YTD | +30.1% | -47.3% | +77.4% | +44.0% |
| 1Y | +32.8% | -53.2% | +85.9% | +49.9% |
| 3Y | +137.2% | -2.0% | +139.2% | +128.3% |
| 5Y | +81.5% | -52.9% | +134.4% | +93.9% |
| 10Y | +116.5% | +321.1% | -204.5% | +86.9% |
| All | +116.5% | +324.2% | -207.6% | +86.9% |
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 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