+386.2%
SRE vs PODD
+767.5%
-381.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.4% | -0.4% |
| 7D | -0.3% | +1.6% | -1.9% | -0.5% |
| 30D | -0.7% | +10.7% | -11.4% | -2.1% |
| 3M | -6.3% | +0.7% | -7.0% | -6.9% |
| 6M | -10.7% | -39.3% | +28.6% | -5.7% |
| YTD | -3.5% | -48.1% | +44.6% | +3.8% |
| 1Y | +5.3% | -57.4% | +62.7% | +15.8% |
| 3Y | +31.8% | -23.3% | +55.0% | +32.0% |
| 5Y | +47.4% | -51.3% | +98.6% | +53.1% |
| 10Y | +120.6% | +242.0% | -121.5% | +72.2% |
| All | +386.2% | +767.5% | -381.4% | +172.0% |
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