+408.7%
AEM vs PODD
+324.4%
+84.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.2% |
| 7D | -6.8% | +4.1% | -10.9% | -7.2% |
| 30D | +0.8% | +13.9% | -13.0% | -0.5% |
| 3M | -0.8% | +4.1% | -5.0% | -1.4% |
| 6M | -8.5% | +2.4% | -11.0% | -9.7% |
| YTD | +5.9% | -46.4% | +52.3% | +12.6% |
| 1Y | +6.6% | -54.2% | +60.8% | +15.4% |
| 3Y | +302.2% | -6.9% | +309.1% | +295.2% |
| 5Y | +250.8% | -51.6% | +302.4% | +262.6% |
| All | +408.7% | +324.4% | +84.3% | +352.7% |
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 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