+343.5%
AEM vs PODD
-21.1%
+364.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.4% | +0.6% |
| 7D | +3.0% | -6.9% | +9.9% | +3.5% |
| 30D | +12.5% | -3.5% | +15.9% | +12.7% |
| 3M | +26.9% | -13.6% | +40.5% | +27.3% |
| 6M | -9.4% | -42.6% | +33.2% | -3.8% |
| YTD | +20.3% | -51.5% | +71.7% | +30.5% |
| 1Y | +33.8% | -60.9% | +94.7% | +49.3% |
| All | +343.5% | -21.1% | +364.7% | +292.4% |
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