+81.5%
SPG vs PODD
-52.5%
+134.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +14.5% |
| 3M | +5.7% | +6.1% | -0.5% | +4.2% |
| 6M | +17.8% | -2.8% | +20.6% | +17.2% |
| YTD | +30.1% | -47.3% | +77.4% | +45.1% |
| 1Y | +32.8% | -53.2% | +85.9% | +51.2% |
| 3Y | +137.2% | -2.0% | +139.2% | +126.0% |
| 5Y | +81.5% | -52.9% | +134.4% | +104.5% |
| All | +81.5% | -52.5% | +134.0% | +104.5% |
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