+517.6%
SPMO vs PODD
+223.0%
+294.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.9% |
| 7D | -0.9% | -10.5% | +9.6% | +0.9% |
| 30D | -1.9% | -9.0% | +7.1% | -0.5% |
| 3M | -1.4% | -11.5% | +10.2% | -0.4% |
| 6M | +25.5% | -44.7% | +70.2% | +37.5% |
| YTD | +24.8% | -53.6% | +78.4% | +41.3% |
| 1Y | +24.5% | -61.0% | +85.4% | +45.3% |
| 3Y | +157.1% | -24.7% | +181.8% | +156.8% |
| 5Y | +149.5% | -55.5% | +205.0% | +168.1% |
| All | +517.6% | +223.0% | +294.6% | +411.8% |
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