+41.6%
AA vs PODD
+324.4%
-282.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.2% |
| 7D | +0.5% | +4.1% | -3.6% | -0.4% |
| 30D | -0.6% | +13.9% | -14.4% | -3.6% |
| 3M | -19.7% | +4.1% | -23.8% | -20.7% |
| 6M | -41.6% | +2.4% | -44.0% | -43.1% |
| YTD | -24.6% | -46.4% | +21.7% | -14.5% |
| 1Y | +4.9% | -54.2% | +59.0% | +23.5% |
| 3Y | +66.8% | -6.9% | +73.7% | +62.0% |
| 5Y | -19.4% | -51.6% | +32.2% | -11.8% |
| All | +41.6% | +324.4% | -282.8% | -21.2% |
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