+266.4%
STT vs PODD
+218.3%
+48.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.5% |
| 7D | +1.0% | -6.9% | +7.9% | +2.1% |
| 30D | +2.8% | -3.5% | +6.2% | +3.3% |
| 3M | +18.1% | -13.6% | +31.7% | +19.8% |
| 6M | +59.2% | -42.6% | +101.8% | +72.6% |
| YTD | +51.5% | -51.5% | +102.9% | +69.0% |
| 1Y | +75.7% | -60.9% | +136.6% | +103.1% |
| 3Y | +200.8% | -19.8% | +220.5% | +198.2% |
| 5Y | +155.8% | -54.4% | +210.2% | +172.9% |
| 10Y | +266.4% | +236.1% | +30.3% | +192.5% |
| All | +266.4% | +218.3% | +48.1% | +192.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling