+18.6%
AEP vs PODD
-60.7%
+79.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.4% |
| 7D | +0.9% | -6.9% | +7.8% | +1.3% |
| 30D | +1.5% | -3.5% | +4.9% | +1.6% |
| 3M | -1.7% | -13.6% | +11.9% | -1.1% |
| 6M | -4.0% | -42.6% | +38.6% | -4.3% |
| YTD | +10.6% | -51.5% | +62.1% | +10.2% |
| All | +18.6% | -60.7% | +79.3% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling