+338.3%
SU vs PODD
-55.4%
+393.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | 0.0% |
| 7D | +2.2% | -10.5% | +12.8% | +3.2% |
| 30D | +8.4% | -9.0% | +17.5% | +9.3% |
| 3M | +12.1% | -11.5% | +23.6% | +12.9% |
| 6M | +19.7% | -44.7% | +64.4% | +25.9% |
| YTD | +58.4% | -53.6% | +112.0% | +69.5% |
| 1Y | +67.2% | -61.0% | +128.2% | +81.9% |
| 3Y | +125.0% | -24.7% | +149.7% | +123.3% |
| All | +338.3% | -55.4% | +393.7% | +389.4% |
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