+130.2%
SRE vs PODD
+324.4%
-194.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.4% |
| 7D | +1.8% | +4.1% | -2.3% | +1.2% |
| 30D | -3.0% | +13.9% | -16.8% | -4.6% |
| 3M | -7.3% | +4.1% | -11.4% | -7.9% |
| 6M | -11.9% | +2.4% | -14.3% | -12.8% |
| YTD | -7.9% | -46.4% | +38.5% | -1.4% |
| 1Y | -11.1% | -54.2% | +43.0% | -3.0% |
| 3Y | +24.8% | -6.9% | +31.7% | +22.4% |
| 5Y | +52.4% | -51.6% | +103.9% | +59.7% |
| All | +130.2% | +324.4% | -194.2% | +100.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling