+613.7%
SPY vs PODD
+781.2%
-167.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +2.0% |
| 7D | +0.1% | -2.5% | +2.6% | +0.5% |
| 30D | -3.3% | +10.7% | -14.1% | -5.1% |
| 3M | -2.4% | +6.1% | -8.5% | -3.6% |
| 6M | +2.6% | -2.8% | +5.4% | +1.8% |
| YTD | +11.2% | -47.3% | +58.5% | +22.0% |
| 1Y | +13.4% | -53.2% | +66.5% | +26.7% |
| 3Y | +79.9% | -2.0% | +81.9% | +73.1% |
| 5Y | +72.2% | -52.9% | +125.1% | +82.6% |
| 10Y | +307.3% | +321.1% | -13.7% | +183.3% |
| All | +613.7% | +781.2% | -167.5% | +244.0% |
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