+1,367.3%
AAPL vs PODD
+324.4%
+1,043.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | -0.1% |
| 7D | +4.1% | +4.1% | +0.1% | +3.3% |
| 30D | +4.0% | +13.9% | -9.9% | +1.0% |
| 3M | +16.8% | +4.1% | +12.7% | +15.5% |
| 6M | +19.4% | +2.4% | +17.0% | +16.9% |
| YTD | +31.5% | -46.4% | +77.9% | +48.3% |
| 1Y | +31.0% | -54.2% | +85.1% | +52.8% |
| 3Y | +95.3% | -6.9% | +102.1% | +86.8% |
| 5Y | +143.4% | -51.6% | +194.9% | +162.7% |
| All | +1,367.3% | +324.4% | +1,043.0% | +935.5% |
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