+1,972.8%
STX vs PODD
+324.4%
+1,648.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.4% |
| 7D | +14.6% | +4.1% | +10.5% | +14.0% |
| 30D | -26.0% | +13.9% | -39.8% | -27.3% |
| 3M | -42.6% | +4.1% | -46.7% | -43.1% |
| 6M | -35.3% | +2.4% | -37.7% | -36.7% |
| YTD | +92.5% | -46.4% | +138.8% | +110.2% |
| 1Y | +102.4% | -54.2% | +156.6% | +127.8% |
| 3Y | +673.8% | -6.9% | +680.7% | +639.6% |
| 5Y | +463.1% | -51.6% | +514.6% | +493.1% |
| All | +1,972.8% | +324.4% | +1,648.5% | +1,381.3% |
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