+174.2%
SU vs PODD
+736.9%
-562.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.4% | +1.5% |
| 7D | -1.0% | -4.1% | +3.1% | -0.2% |
| 30D | +13.7% | +0.8% | +12.9% | +13.4% |
| 3M | +8.0% | -6.1% | +14.1% | +8.3% |
| 6M | +21.0% | -40.0% | +61.0% | +31.0% |
| YTD | +56.2% | -49.9% | +106.2% | +74.8% |
| 1Y | +72.2% | -59.3% | +131.5% | +99.6% |
| 3Y | +118.1% | -17.2% | +135.3% | +112.9% |
| 5Y | +350.3% | -53.0% | +403.3% | +374.9% |
| 10Y | +248.5% | +226.1% | +22.4% | +121.0% |
| All | +174.2% | +736.9% | -562.8% | -6.3% |
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