+103.1%
SPG vs PODD
-51.3%
+154.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.6% |
| 7D | -2.4% | +1.6% | -4.0% | -2.7% |
| 30D | -6.8% | +10.7% | -17.5% | -8.7% |
| 3M | +2.7% | +0.7% | +1.9% | +1.7% |
| 6M | +5.5% | -39.3% | +44.7% | +14.6% |
| YTD | +15.7% | -48.1% | +63.8% | +29.5% |
| 1Y | +20.9% | -57.4% | +78.3% | +40.3% |
| 3Y | +112.4% | -23.3% | +135.6% | +112.8% |
| All | +103.1% | -51.3% | +154.4% | +120.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling