+264.0%
SPOT vs PODD
+72.4%
+191.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -2.5% |
| 7D | -0.9% | +1.6% | -2.5% | -1.5% |
| 30D | +12.5% | +10.7% | +1.8% | +8.7% |
| 3M | +9.9% | +0.7% | +9.2% | +7.8% |
| 6M | +1.6% | -39.3% | +40.8% | +17.3% |
| YTD | -6.6% | -48.1% | +41.5% | +13.8% |
| 1Y | -22.9% | -57.4% | +34.5% | +0.1% |
| 3Y | +244.3% | -23.3% | +267.5% | +247.0% |
| 5Y | +117.8% | -51.3% | +169.1% | +150.0% |
| All | +264.0% | +72.4% | +191.6% | +133.0% |
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