+170.5%
AEP vs PODD
+223.0%
-52.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | 0.0% |
| 7D | -0.9% | -10.5% | +9.6% | -0.2% |
| 30D | -1.1% | -9.0% | +8.0% | -0.5% |
| 3M | -3.3% | -11.5% | +8.3% | -2.7% |
| 6M | -4.6% | -44.7% | +40.1% | -1.3% |
| YTD | +9.4% | -53.6% | +63.0% | +14.5% |
| 1Y | +16.9% | -61.0% | +77.9% | +23.7% |
| 3Y | +76.6% | -24.7% | +101.3% | +76.0% |
| 5Y | +66.2% | -55.5% | +121.7% | +70.3% |
| All | +170.5% | +223.0% | -52.5% | +157.6% |
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