+338.6%
SPGI vs PODD
+314.4%
+24.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.1% |
| 7D | -1.4% | -9.1% | +7.7% | +0.6% |
| 30D | +15.3% | +7.3% | +8.0% | +13.4% |
| 3M | +16.5% | +3.7% | +12.8% | +15.4% |
| 6M | +19.8% | -2.7% | +22.5% | +19.3% |
| YTD | -3.2% | -47.2% | +44.0% | +9.1% |
| 1Y | +1.8% | -54.0% | +55.8% | +17.9% |
| 3Y | +30.6% | -3.3% | +33.9% | +23.9% |
| 5Y | +16.0% | -52.3% | +68.3% | +25.1% |
| 10Y | +338.6% | +322.4% | +16.2% | +233.6% |
| All | +338.6% | +314.4% | +24.1% | +233.6% |
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 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