+81.8%
SPY vs PODD
-53.4%
+135.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | 0.0% |
| 7D | +0.5% | -4.1% | +4.7% | +1.2% |
| 30D | -0.9% | +0.8% | -1.7% | -1.1% |
| 3M | +3.9% | -6.1% | +10.0% | +4.0% |
| 6M | +14.5% | -40.0% | +54.5% | +23.5% |
| YTD | +12.9% | -49.9% | +62.9% | +25.7% |
| 1Y | +19.4% | -59.3% | +78.7% | +37.7% |
| 3Y | +78.5% | -17.2% | +95.7% | +75.4% |
| 5Y | +81.8% | -53.0% | +134.7% | +93.9% |
| All | +81.8% | -53.4% | +135.2% | +93.9% |
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