+3,676.0%
STX vs PODD
+223.9%
+3,452.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.5% | +10.0% | +7.0% |
| 7D | +10.7% | -4.1% | +14.9% | +11.3% |
| 30D | +11.3% | +0.8% | +10.5% | +10.8% |
| 3M | +3.2% | -6.1% | +9.3% | +2.6% |
| 6M | +157.0% | -40.0% | +196.9% | +174.6% |
| YTD | +229.2% | -49.9% | +279.2% | +263.6% |
| 1Y | +381.8% | -59.3% | +441.1% | +451.9% |
| 3Y | +1,383.2% | -17.2% | +1,400.4% | +1,338.3% |
| 5Y | +1,144.9% | -53.0% | +1,197.9% | +1,216.1% |
| 10Y | +3,676.0% | +226.1% | +3,449.9% | +2,728.6% |
| All | +3,676.0% | +223.9% | +3,452.1% | +2,728.6% |
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