+231.7%
SPOT vs PODD
-21.1%
+252.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.4% |
| 7D | -6.5% | -6.9% | +0.4% | -5.1% |
| 30D | +2.2% | -3.5% | +5.6% | +2.9% |
| 3M | +5.4% | -13.6% | +19.0% | +7.6% |
| 6M | -4.0% | -42.6% | +38.6% | +7.0% |
| YTD | -9.9% | -51.5% | +41.5% | +4.0% |
| 1Y | -27.3% | -60.9% | +33.6% | -12.2% |
| All | +231.7% | -21.1% | +252.9% | +271.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling