+148.2%
SPMO vs PODD
-55.6%
+203.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.5% |
| 7D | +0.1% | -10.6% | +10.6% | +1.5% |
| 30D | -0.7% | -6.9% | +6.2% | +0.1% |
| 3M | +2.8% | -10.6% | +13.5% | +3.4% |
| 6M | +24.4% | -43.5% | +67.9% | +34.5% |
| YTD | +24.2% | -52.6% | +76.8% | +38.3% |
| 1Y | +24.5% | -60.1% | +84.6% | +42.7% |
| 3Y | +155.6% | -21.7% | +177.2% | +154.5% |
| 5Y | +148.2% | -54.6% | +202.7% | +167.6% |
| All | +148.2% | -55.6% | +203.8% | +167.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling