-16.1%
SPGI vs PODD
-59.3%
+43.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.5% | +0.3% | -2.7% |
| 7D | -2.5% | -4.1% | +1.6% | -1.9% |
| 30D | +5.4% | +0.8% | +4.6% | +5.3% |
| 3M | +9.0% | -6.1% | +15.1% | +9.5% |
| 6M | +0.8% | -40.0% | +40.7% | +2.9% |
| YTD | -12.6% | -49.9% | +37.4% | -10.2% |
| 1Y | -16.1% | -59.3% | +43.2% | -16.9% |
| All | -16.1% | -59.3% | +43.2% | -16.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling