+115.3%
SPOT vs PODD
-55.4%
+170.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.4% |
| 7D | -3.1% | -10.5% | +7.4% | +0.3% |
| 30D | +7.4% | -9.0% | +16.4% | +10.5% |
| 3M | +8.2% | -11.5% | +19.7% | +10.8% |
| 6M | +2.2% | -44.7% | +47.0% | +21.1% |
| YTD | -9.5% | -53.6% | +44.1% | +13.6% |
| 1Y | -23.8% | -61.0% | +37.1% | +0.8% |
| 3Y | +233.5% | -24.7% | +258.2% | +238.0% |
| All | +115.3% | -55.4% | +170.7% | +164.5% |
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