+1,019.5%
STX vs PODD
-51.3%
+1,070.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.1% | +8.4% | +6.6% |
| 7D | +2.4% | +1.6% | +0.7% | +2.1% |
| 30D | +1.4% | +10.7% | -9.3% | -0.2% |
| 3M | -8.2% | +0.7% | -8.9% | -9.8% |
| 6M | +127.0% | -39.3% | +166.3% | +144.8% |
| YTD | +209.1% | -48.1% | +257.3% | +244.3% |
| 1Y | +365.4% | -57.4% | +422.9% | +439.8% |
| 3Y | +1,135.4% | -23.3% | +1,158.6% | +1,119.1% |
| All | +1,019.5% | -51.3% | +1,070.8% | +1,135.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling