+1,278.0%
AAPL vs PODD
+223.0%
+1,055.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.8% | +2.2% |
| 7D | +3.8% | -10.5% | +14.4% | +6.2% |
| 30D | +9.9% | -9.0% | +19.0% | +12.0% |
| 3M | +12.5% | -11.5% | +24.0% | +14.2% |
| 6M | +27.6% | -44.7% | +72.4% | +42.6% |
| YTD | +22.6% | -53.6% | +76.1% | +42.2% |
| 1Y | +45.0% | -61.0% | +105.9% | +74.3% |
| 3Y | +87.8% | -24.7% | +112.5% | +87.5% |
| 5Y | +128.7% | -55.5% | +184.2% | +150.4% |
| All | +1,278.0% | +223.0% | +1,055.0% | +990.4% |
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 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