+211.7%
AEP vs PODD
+324.4%
-112.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | +0.1% |
| 7D | +2.9% | +4.1% | -1.2% | +2.6% |
| 30D | +3.2% | +13.9% | -10.7% | +2.3% |
| 3M | +3.8% | +4.1% | -0.3% | +3.4% |
| 6M | +2.5% | +2.4% | +0.1% | +2.0% |
| YTD | +15.5% | -46.4% | +61.8% | +19.6% |
| 1Y | +9.6% | -54.2% | +63.8% | +14.6% |
| 3Y | +91.2% | -6.9% | +98.0% | +87.9% |
| 5Y | +88.2% | -51.6% | +139.8% | +91.6% |
| All | +211.7% | +324.4% | -112.7% | +184.7% |
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