+19.1%
AA vs PODD
-53.4%
+72.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.1% | +4.4% |
| 7D | +1.7% | -4.1% | +5.8% | +2.7% |
| 30D | +3.3% | +0.8% | +2.5% | +2.9% |
| 3M | -29.4% | -6.1% | -23.3% | -29.6% |
| 6M | -12.8% | -40.0% | +27.2% | -1.5% |
| YTD | -2.1% | -49.9% | +47.8% | +16.8% |
| 1Y | +62.8% | -59.3% | +122.1% | +106.8% |
| 3Y | +90.5% | -17.2% | +107.7% | +87.1% |
| 5Y | +19.1% | -53.0% | +72.1% | +33.4% |
| All | +19.1% | -53.4% | +72.5% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling