+137.2%
SPG vs PODD
-3.5%
+140.7%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.2% | +1.6% |
| 7D | +5.1% | -2.5% | +7.6% | +5.4% |
| 30D | +16.8% | +10.7% | +6.1% | +14.8% |
| 3M | +5.7% | +6.1% | -0.5% | +4.4% |
| 6M | +17.8% | -2.8% | +20.6% | +17.3% |
| YTD | +30.1% | -47.3% | +77.4% | +43.8% |
| 1Y | +32.8% | -53.2% | +85.9% | +49.7% |
| 3Y | +137.2% | -2.0% | +139.2% | +123.6% |
| All | +137.2% | -3.5% | +140.7% | +123.6% |
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