+265.2%
SU vs PODD
+223.0%
+42.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.1% |
| 7D | +2.2% | -10.5% | +12.8% | +3.4% |
| 30D | +8.4% | -9.0% | +17.5% | +9.5% |
| 3M | +12.1% | -11.5% | +23.6% | +13.1% |
| 6M | +19.7% | -44.7% | +64.4% | +26.6% |
| YTD | +58.4% | -53.6% | +112.0% | +70.7% |
| 1Y | +67.2% | -61.0% | +128.2% | +83.5% |
| 3Y | +125.0% | -24.7% | +149.7% | +124.0% |
| 5Y | +355.1% | -55.5% | +410.5% | +375.9% |
| All | +265.2% | +223.0% | +42.2% | +219.9% |
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