+125.4%
SU vs PODD
-23.0%
+148.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | 0.0% |
| 7D | +1.7% | -10.6% | +12.2% | +2.1% |
| 30D | +9.6% | -6.9% | +16.6% | +9.9% |
| 3M | +11.7% | -10.6% | +22.4% | +12.1% |
| 6M | +21.9% | -43.5% | +65.4% | +24.6% |
| YTD | +58.6% | -52.6% | +111.3% | +63.4% |
| 1Y | +66.5% | -60.1% | +126.6% | +72.9% |
| All | +125.4% | -23.0% | +148.3% | +131.1% |
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 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