+268.7%
SYF vs PODD
+228.4%
+40.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -0.9% |
| 7D | +2.6% | -4.1% | +6.7% | +3.5% |
| 30D | 0.0% | +0.8% | -0.7% | -0.2% |
| 3M | +11.9% | -6.1% | +18.0% | +12.3% |
| 6M | +18.9% | -40.0% | +58.9% | +30.5% |
| YTD | -4.6% | -49.9% | +45.4% | +8.8% |
| 1Y | +6.4% | -59.3% | +65.7% | +26.4% |
| 3Y | +167.2% | -17.2% | +184.4% | +166.6% |
| 5Y | +92.3% | -53.0% | +145.3% | +109.5% |
| All | +268.7% | +228.4% | +40.3% | +181.5% |
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