+588.0%
STX vs PODD
-10.3%
+598.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.2% | +5.0% | -1.3% |
| 7D | -28.5% | -2.1% | -26.4% | -28.4% |
| 30D | -42.9% | +9.0% | -52.0% | -42.7% |
| 3M | -45.9% | +5.2% | -51.1% | -45.7% |
| 6M | -41.3% | -3.2% | -38.1% | -41.4% |
| YTD | +67.9% | -48.5% | +116.4% | +82.8% |
| 1Y | +66.5% | -54.7% | +121.2% | +85.6% |
| 3Y | +588.0% | -7.8% | +595.8% | +573.3% |
| All | +588.0% | -10.3% | +598.3% | +573.3% |
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 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