+5.4%
SRE vs PODD
-61.6%
+67.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.2% | -1.1% |
| 7D | -0.7% | -10.6% | +9.9% | -0.4% |
| 30D | -1.7% | -6.9% | +5.2% | -1.6% |
| 3M | -7.1% | -10.6% | +3.6% | -6.8% |
| 6M | -8.4% | -43.5% | +35.1% | -8.0% |
| YTD | -3.5% | -52.6% | +49.1% | -2.6% |
| 1Y | +5.4% | -60.1% | +65.5% | +7.0% |
| All | +5.4% | -61.6% | +67.0% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling