+4,671.6%
STX vs PODD
+770.9%
+3,900.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | -17.3% | -4.4% | -12.9% | -16.5% |
| 30D | -35.9% | +9.4% | -45.4% | -37.3% |
| 3M | -37.3% | +3.6% | -41.0% | -38.2% |
| 6M | -35.8% | -4.0% | -31.9% | -37.0% |
| YTD | +82.7% | -47.9% | +130.7% | +104.2% |
| 1Y | +71.6% | -53.8% | +125.4% | +96.9% |
| 3Y | +635.3% | -4.5% | +639.8% | +588.5% |
| 5Y | +483.8% | -51.9% | +535.6% | +520.0% |
| 10Y | +1,967.8% | +308.9% | +1,658.9% | +1,068.2% |
| All | +4,671.6% | +770.9% | +3,900.7% | +1,330.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling