+851.7%
SPGI vs PODD
+767.5%
+84.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.1% |
| 7D | +0.1% | +1.6% | -1.5% | -0.2% |
| 30D | +8.4% | +10.7% | -2.3% | +6.0% |
| 3M | +11.8% | +0.7% | +11.1% | +10.7% |
| 6M | +5.7% | -39.3% | +45.0% | +16.1% |
| YTD | -9.7% | -48.1% | +38.4% | +2.5% |
| 1Y | -12.5% | -57.4% | +45.0% | +3.2% |
| 3Y | +21.8% | -23.3% | +45.1% | +21.9% |
| 5Y | +8.2% | -51.3% | +59.4% | +16.0% |
| 10Y | +309.5% | +242.0% | +67.5% | +168.8% |
| All | +851.7% | +767.5% | +84.1% | +289.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling