+147.8%
SW vs PODD
+240.0%
-92.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.3% | +1.5% |
| 7D | -5.1% | +1.6% | -6.7% | -5.3% |
| 30D | -4.6% | +10.7% | -15.3% | -5.6% |
| 3M | +9.4% | +0.7% | +8.7% | +8.9% |
| 6M | +3.5% | -39.3% | +42.8% | +8.4% |
| YTD | +22.0% | -48.1% | +70.1% | +30.0% |
| 1Y | +2.2% | -57.4% | +59.6% | +11.1% |
| 3Y | +19.6% | -23.3% | +42.8% | +21.2% |
| 5Y | -2.3% | -51.3% | +48.9% | +1.2% |
| All | +147.8% | +240.0% | -92.2% | +123.2% |
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