+651.5%
ADI vs PODD
+223.0%
+428.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.0% | +6.9% | +5.3% |
| 7D | +4.6% | -10.5% | +15.1% | +7.2% |
| 30D | -1.2% | -9.0% | +7.9% | +0.8% |
| 3M | -7.8% | -11.5% | +3.7% | -6.8% |
| 6M | +19.3% | -44.7% | +64.1% | +34.7% |
| YTD | +40.9% | -53.6% | +94.5% | +66.4% |
| 1Y | +54.5% | -61.0% | +115.4% | +90.3% |
| 3Y | +123.4% | -24.7% | +148.1% | +125.4% |
| 5Y | +142.3% | -55.5% | +197.8% | +170.2% |
| All | +651.5% | +223.0% | +428.5% | +490.5% |
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