+135.1%
ADI vs PODD
-54.3%
+189.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.2% |
| 7D | +2.6% | -6.9% | +9.5% | +4.2% |
| 30D | -4.6% | -3.5% | -1.2% | -4.1% |
| 3M | -9.5% | -13.6% | +4.1% | -7.9% |
| 6M | +14.8% | -42.6% | +57.5% | +29.8% |
| YTD | +35.8% | -51.5% | +87.3% | +61.1% |
| 1Y | +48.9% | -60.9% | +109.8% | +87.5% |
| 3Y | +115.6% | -19.8% | +135.3% | +113.8% |
| 5Y | +135.1% | -54.4% | +189.5% | +166.0% |
| All | +135.1% | -54.3% | +189.4% | +166.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling