+182.7%
SW vs PODD
+308.0%
-125.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.2% | +5.2% | -0.3% |
| 7D | +2.3% | -2.1% | +4.4% | +2.5% |
| 30D | +6.8% | +9.0% | -2.3% | +5.8% |
| 3M | -5.2% | +5.2% | -10.4% | -5.8% |
| 6M | +7.4% | -3.2% | +10.6% | +7.2% |
| YTD | +17.4% | -48.5% | +65.9% | +25.2% |
| 1Y | +27.1% | -54.7% | +81.8% | +37.4% |
| 3Y | +47.9% | -7.8% | +55.7% | +47.6% |
| 5Y | -2.6% | -52.4% | +49.9% | +1.3% |
| All | +182.7% | +308.0% | -125.3% | +146.6% |
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