+51.6%
SW vs PODD
+1.0%
+50.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.6% | -2.5% | +3.1% |
| 7D | +12.1% | +10.8% | +1.2% | +10.4% |
| 30D | +6.6% | +21.7% | -15.1% | +3.7% |
| 3M | -6.0% | -1.1% | -4.9% | -6.4% |
| 6M | +21.5% | -3.7% | +25.2% | +21.1% |
| YTD | +20.3% | -41.9% | +62.3% | +30.7% |
| 1Y | +28.1% | -48.5% | +76.6% | +41.9% |
| All | +51.6% | +1.0% | +50.5% | +56.3% |
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 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