+327.7%
SYY vs PODD
+767.5%
-439.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -1.0% |
| 7D | -2.3% | +1.6% | -3.9% | -2.5% |
| 30D | -4.9% | +10.7% | -15.6% | -6.2% |
| 3M | +8.4% | +0.7% | +7.6% | +7.6% |
| 6M | -7.4% | -39.3% | +31.9% | -2.3% |
| YTD | +11.0% | -48.1% | +59.1% | +19.3% |
| 1Y | -0.2% | -57.4% | +57.2% | +9.7% |
| 3Y | +23.8% | -23.3% | +47.0% | +23.0% |
| 5Y | +18.1% | -51.3% | +69.4% | +22.2% |
| 10Y | +94.6% | +242.0% | -147.4% | +54.2% |
| All | +327.7% | +767.5% | -439.8% | +156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling