+24.6%
SYY vs PODD
-4.1%
+28.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +1.1% |
| 7D | +0.3% | +4.1% | -3.8% | +0.2% |
| 30D | -4.8% | +13.9% | -18.6% | -5.1% |
| 3M | -7.1% | +4.1% | -11.2% | -7.2% |
| 6M | +6.8% | +2.4% | +4.4% | +6.5% |
| YTD | +7.7% | -46.4% | +54.0% | +8.9% |
| 1Y | +5.7% | -54.2% | +59.8% | +7.4% |
| 3Y | +24.6% | -6.9% | +31.4% | +13.4% |
| All | +24.6% | -4.1% | +28.6% | +13.4% |
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