+44.5%
AAPL vs PODD
-61.6%
+106.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.3% | +5.9% | +3.6% |
| 7D | -0.5% | -10.6% | +10.1% | -0.1% |
| 30D | +7.1% | -6.9% | +14.0% | +7.4% |
| 3M | +12.1% | -10.6% | +22.7% | +12.4% |
| 6M | +25.4% | -43.5% | +68.9% | +33.6% |
| YTD | +20.5% | -52.6% | +73.1% | +30.5% |
| 1Y | +44.5% | -60.1% | +104.6% | +59.7% |
| All | +44.5% | -61.6% | +106.1% | +59.7% |
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