+86.7%
SYY vs PODD
+324.4%
-237.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.8% |
| 7D | +0.3% | +4.1% | -3.8% | -0.3% |
| 30D | -4.8% | +13.9% | -18.6% | -6.7% |
| 3M | -7.1% | +4.1% | -11.2% | -7.9% |
| 6M | +6.8% | +2.4% | +4.4% | +5.3% |
| YTD | +7.7% | -46.4% | +54.0% | +16.8% |
| 1Y | +5.7% | -54.2% | +59.8% | +17.4% |
| 3Y | +24.6% | -6.9% | +31.4% | +18.6% |
| 5Y | +15.6% | -51.6% | +67.2% | +20.7% |
| All | +86.7% | +324.4% | -237.7% | +43.3% |
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 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