+78.2%
AAPL vs PODD
-21.1%
+99.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | 0.0% |
| 7D | -3.0% | -6.9% | +3.9% | -2.2% |
| 30D | +2.3% | -3.5% | +5.7% | +2.7% |
| 3M | +8.6% | -13.6% | +22.2% | +9.8% |
| 6M | +21.6% | -42.6% | +64.2% | +29.7% |
| YTD | +16.3% | -51.5% | +67.8% | +26.9% |
| 1Y | +35.1% | -60.9% | +96.0% | +51.7% |
| All | +78.2% | -21.1% | +99.3% | +85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling