+620.5%
SPY vs PODD
+782.5%
-162.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.1% |
| 7D | -0.9% | -9.1% | +8.2% | +0.7% |
| 30D | -2.4% | +7.3% | -9.7% | -3.6% |
| 3M | -1.2% | +3.7% | -4.8% | -2.0% |
| 6M | +3.3% | -2.7% | +6.0% | +2.5% |
| YTD | +12.3% | -47.2% | +59.5% | +23.1% |
| 1Y | +12.4% | -54.0% | +66.5% | +26.0% |
| 3Y | +78.8% | -3.3% | +82.1% | +72.4% |
| 5Y | +75.2% | -52.3% | +127.5% | +85.3% |
| 10Y | +311.1% | +322.4% | -11.3% | +185.8% |
| All | +620.5% | +782.5% | -162.1% | +247.2% |
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