+111.5%
SYY vs PODD
+229.6%
-118.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.3% | +1.2% |
| 7D | +1.5% | -10.6% | +12.1% | +3.1% |
| 30D | -2.3% | -6.9% | +4.6% | -1.4% |
| 3M | +5.5% | -10.6% | +16.1% | +6.5% |
| 6M | -1.0% | -43.5% | +42.5% | +6.6% |
| YTD | +14.1% | -52.6% | +66.7% | +26.1% |
| 1Y | +5.6% | -60.1% | +65.7% | +19.5% |
| 3Y | +27.9% | -21.7% | +49.5% | +24.9% |
| 5Y | +22.7% | -54.6% | +77.3% | +28.8% |
| All | +111.5% | +229.6% | -118.1% | +70.3% |
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