+334.3%
SPGI vs PODD
+324.2%
+10.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.5% | +0.2% |
| 7D | -0.9% | -2.5% | +1.6% | -0.4% |
| 30D | +15.5% | +10.7% | +4.8% | +12.9% |
| 3M | +15.7% | +6.1% | +9.5% | +14.0% |
| 6M | +19.1% | -2.8% | +21.9% | +18.6% |
| YTD | -4.1% | -47.3% | +43.2% | +8.3% |
| 1Y | +1.2% | -53.2% | +54.4% | +16.8% |
| 3Y | +31.6% | -2.0% | +33.6% | +24.4% |
| 5Y | +12.4% | -52.9% | +65.4% | +21.6% |
| 10Y | +334.3% | +321.1% | +13.2% | +229.1% |
| All | +334.3% | +324.2% | +10.1% | +229.1% |
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