+200.7%
STT vs PODD
-20.7%
+221.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -0.9% |
| 7D | +2.2% | -4.1% | +6.3% | +2.6% |
| 30D | +3.9% | +0.8% | +3.1% | +3.7% |
| 3M | +19.2% | -6.1% | +25.3% | +19.0% |
| 6M | +60.4% | -40.0% | +100.3% | +70.6% |
| YTD | +51.5% | -49.9% | +101.4% | +65.5% |
| 1Y | +76.3% | -59.3% | +135.6% | +98.2% |
| 3Y | +200.7% | -17.2% | +218.0% | +199.9% |
| All | +200.7% | -20.7% | +221.4% | +199.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling