+33.9%
AAPL vs PODD
-57.0%
+91.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.5% | -2.4% |
| 7D | +0.1% | +1.6% | -1.5% | 0.0% |
| 30D | +3.0% | +10.7% | -7.7% | +2.6% |
| 3M | +2.9% | +0.7% | +2.2% | +2.5% |
| 6M | +22.1% | -39.3% | +61.4% | +30.5% |
| YTD | +18.0% | -48.1% | +66.1% | +28.4% |
| 1Y | +33.9% | -57.4% | +91.4% | +50.9% |
| All | +33.9% | -57.0% | +91.0% | +50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling