+346.7%
AEM vs PODD
+229.6%
+117.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -2.7% |
| 7D | -5.0% | -10.6% | +5.5% | -4.0% |
| 30D | +8.5% | -6.9% | +15.4% | +9.2% |
| 3M | +29.3% | -10.6% | +39.9% | +29.6% |
| 6M | -12.9% | -43.5% | +30.5% | -8.1% |
| YTD | +16.8% | -52.6% | +69.4% | +25.8% |
| 1Y | +29.8% | -60.1% | +89.9% | +42.5% |
| 3Y | +336.7% | -21.7% | +358.4% | +335.6% |
| 5Y | +299.9% | -54.6% | +354.5% | +316.5% |
| All | +346.7% | +229.6% | +117.1% | +320.2% |
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