+132.3%
AA vs PODD
+218.3%
-86.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -1.3% |
| 7D | -0.6% | -6.9% | +6.3% | +0.9% |
| 30D | -1.6% | -3.5% | +1.9% | -1.0% |
| 3M | -29.8% | -13.6% | -16.2% | -28.5% |
| 6M | -16.6% | -42.6% | +26.0% | -7.1% |
| YTD | -4.0% | -51.5% | +47.4% | +11.2% |
| 1Y | +63.5% | -60.9% | +124.4% | +99.4% |
| 3Y | +86.8% | -19.8% | +106.5% | +87.0% |
| 5Y | +12.4% | -54.4% | +66.7% | +24.7% |
| 10Y | +132.3% | +236.1% | -103.7% | +53.5% |
| All | +132.3% | +218.3% | -86.0% | +53.5% |
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